Claim Profile
WG

William J Gaffey

AUFMAN ASSOCIATES INC·SEWICKLEY, Pennsylvania
Unclaimed Profile
2200 GEORGETOWN DRIVE, SEWICKLEY, PA 15143CRD# 4610801Firm CRD# 104622
01

About

William J Gaffey 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
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4610801
Firm CRD# 104622
No disclosures on file
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.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William J Gaffey offer?
William J Gaffey specializes in Financial Planning, Investment Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.
What are William J Gaffey's credentials?
William J Gaffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William J Gaffey located?
William J Gaffey is based in SEWICKLEY, Pennsylvania, working with AUFMAN ASSOCIATES INC. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.
How does William J Gaffey charge for services?
William J Gaffey'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 →
Browse by specialty