SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

ROCHESTER, New York·3 registered advisors·CRD# 138463
SEC# 801-921680585-621-3300
01

Firm Overview

AUM
$63M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

3 registered advisors
David M Cocuzzi
ROCHESTER, New York
Gregory Lee Schaffer
ROCHESTER, New York
Phetaphay Soratana
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
3 advisors

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Data sourced from SEC Form ADV filings. SCHAFFER & COMPANY ASSET MANAGEMENT, INC. (CRD# 138463) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.