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Aufman Associates Inc
Sewickley, Pennsylvania
5.0
1 Review
Aufman Associates Inc, a small investment advisory firm based out of Sewickley, PA, is renowned for their exceptional services in managing assets for high net worth individuals. With over 80 individual clients and an impressive $716,063,000 in assets under management, Aufman Associates Inc has firmly established its position in the financial industry. The firm operates from a single office, strategically located in Sewickley, and possesses the expertise to effectively manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management.
One notable aspect of Aufman Associates Inc is...see more
Assets Under Mgmt
$716.06M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Aufman Associates Inc
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