Edward
Aufman

Aufman Associates Inc

CRD#4331682
Investment Advisor
in Sewickley, PA

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About this Advisor

Edward Aufman is a financial advisor based in Sewickley, Pennsylvania, working with Aufman Associates Inc. Edward has previously held a position at Aufman Associates Inc and is registered to provide services in Pennsylvania. Currently, Edward is part of Aufman Associates Inc, which operates out of Sewickley, Pennsylvania. The firm has 7 employees and manages assets totaling $808.4 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Aufman Associates Inc includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2200 Georgetown Drive Suite 401
Sewickley, PA 15143

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Aufman Associates Inc Brokerage Details

Total Assets Under Management

$808,380,423

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

240

PA Average: 3,342
Average Account Size

$3,368,252

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Edward Aufman Work History

2014 - Present (10 years)

Aufman Associates Inc

Disclosures

Please visit the SEC profile of Edward Aufman 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 Aufman Associates Inc

William Gaffey
Sewickley, PA
Edward Aufman
Sewickley, PA
Edward Aufman
Sewickley, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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