Henry
Schaefer
Schaefer Financial Management, Inc
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About this Advisor
Henry Schaefer is a financial advisor based in Englewood, Colorado, working with Schaefer Financial Management, Inc. Henry has previously held positions at Schaefer Financial Management, Arapahoe High School, and the University of Colorado. Henry has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Henry is part of Schaefer Financial Management, Inc, which operates out of Englewood, Colorado. The firm has 9 employees and manages assets totaling $888.3 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Schaefer Financial Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schaefer Financial Management, Inc Brokerage Details
$888,301,693
9
1,748
$508,182
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Henry Schaefer Work History
Schaefer Financial Management
University Of Colorado
Arapahoe High School
Disclosures
Please visit the SEC profile of Henry Schaefer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schaefer Financial Management, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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