Unclaimed Profile

Edward J Aufman

AUFMAN ASSOCIATES INC·SEWICKLEY, Pennsylvania

Clean record26 years registeredAUFMAN ASSOCIATES INC

2200 GEORGETOWN DRIVE, SEWICKLEY, PA 15143CRD# 4331682Firm CRD# 104622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward J Aufman · SEWICKLEY, PA

Registration

CRD #4331682 · AUFMAN ASSOCIATES INC · 26 years registered

Brand Profile

Not yet started

Career History

AUFMAN ASSOCIATES INC

Oct 1999 – present

Registrations & Exams

Registration record

First registered · October 13, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUFMAN ASSOCIATES INC

CRD 104622 · SEC 801-19122

AUM

$808M

Regulatory assets under management

Employees

240 client accounts

Services offered by AUFMAN ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUFMAN ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Edward J Aufman offer?

Edward J Aufman specializes in Financial Planning, Investment Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.

What are Edward J Aufman's credentials?

Edward J Aufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward J Aufman located?

Edward J Aufman is based in SEWICKLEY, Pennsylvania, working with AUFMAN ASSOCIATES INC. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.

How does Edward J Aufman charge for services?

Edward J Aufman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUFMAN ASSOCIATES INC?

AUFMAN ASSOCIATES INC has approximately 7 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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