Aufman Associates Inc.

Aufman Associates Inc. (CRD# 104622) is a financial advisory firm headquartered in Sewickley, PA. They manage $566,200,562 in 139 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $4,073,385
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NC, NY, OH, PA, TX, VA

Financial Advisors at Aufman Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Edward J. Aufman
CRD#: 4331682
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
90
Wealthminder
score

Edward Aufman (CRD# 4331682) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edward B. Aufman
CRD#: 4703405
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
90
Wealthminder
score

Edward Aufman (CRD# 4703405) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William J. Gaffey
CRD#: 4610801
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
90
Wealthminder
score

William Gaffey (CRD# 4610801) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry.

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