Shaffer Asset Management, Inc.

Shaffer Asset Management, Inc. (CRD# 113383) is a financial advisory firm headquartered in , . They manage $9,551,094 in 39 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $244,900
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CT, LA, NY

Financial Advisors at Shaffer Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel S. Shaffer
CRD#: 1129546
Greenwich, CT
84
Wealthminder
score

Daniel Shaffer (CRD# 1129546) is an Investment Advisor Representative working at Shaffer Asset Management, Inc. in Greenwich, CT and has over 33 years of experience in the finance industry.

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