Unclaimed Profile

Edward B Aufman

AUFMAN ASSOCIATES INC·SEWICKLEY, Pennsylvania

Clean recordAUFMAN ASSOCIATES INC

2200 GEORGETOWN DRIVE, SEWICKLEY, PA 15143CRD# 4703405Firm CRD# 104622

Profile Verification

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

Identity

Edward B Aufman · SEWICKLEY, PA

Registration

CRD #4703405 · AUFMAN ASSOCIATES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

AUFMAN ASSOCIATES INC

AUM

$808M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AUFMAN ASSOCIATES INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4703405

Firm CRD# 104622

View on FINRA BrokerCheck →

Looking for a financial advisor in SEWICKLEY?

Browse all registered financial advisors in SEWICKLEY, Pennsylvania or claim this profile if it's yours.

Browse SEWICKLEY Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →