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Edward B Aufman

AUFMAN ASSOCIATES INC·SEWICKLEY, Pennsylvania
Unclaimed Profile
2200 GEORGETOWN DRIVE, SEWICKLEY, PA 15143CRD# 4703405Firm CRD# 104622
01

About

Edward B Aufman is a registered financial advisor based in SEWICKLEY, Pennsylvania, affiliated with AUFMAN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AUFMAN ASSOCIATES INC
AUFMAN ASSOCIATES INC
AUM
$808M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AUFMAN ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4703405
Firm CRD# 104622
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward B Aufman offer?
Edward B Aufman specializes in Financial Planning, Investment Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.
What are Edward B Aufman's credentials?
Edward B Aufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward B Aufman located?
Edward B 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 B Aufman charge for services?
Edward B 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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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