Schaffer & Company Asset Management, Inc.
Schaffer & Company Asset Management, Inc. (CRD# 138463) is a financial advisory firm headquartered in Rochester, NY. They manage $62,822,949 in 476 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Schaffer & Company Asset Management, Inc.
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts476ACCOUNTS
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Average Account Value$131,981
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Schaffer & Company Asset Management, Inc.
No Advisor Found.
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