Shaffer Asset Management, Inc.
Shaffer Asset Management, Inc. (CRD# 113383) is a financial advisory firm headquartered in , . They manage $2,249,728 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shaffer Asset Management, Inc.
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts19ACCOUNTS
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Average Account Value$118,407
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Shaffer Asset Management, Inc.
1
Daniel Shaffer (CRD# 1129546) is an Investment Advisor Representative working at Shaffer Asset Management, Inc. in Greenwich, CT and has over 40 years of experience in the finance industry.
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