Aufman Associates Inc.

Aufman Associates Inc. (CRD# 104622) is a financial advisory firm headquartered in Sewickley, PA. They manage $808,380,423 in 240 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
http://www.aufmanassociates.com
By the Numbers
  • Total Assets Under Management
    808
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $3,368,252
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
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA

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

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.

2
Edward Aufman, financial advisor Sewickley PA
Edward B. Aufman
CRD#: 4703405
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143

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.

3
William Gaffey, financial advisor Sewickley PA
William J. Gaffey
CRD#: 4610801
2200 Georgetown Drive, Suite 401, Sewickley, PA 15143

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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