Edward
Aufman
Aufman Associates Inc
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About this Advisor
Edward Aufman is a certified financial planner based out of Sewickley, Pennsylvania with a total of 20 years of industry experience. Aufman is currently employed by Aufman Associates Inc. Throughout their career, they have worked at Aufman Associates Inc. Aufman is able to advise clients in California, Florida, New York, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Aufman Associates Inc is a financial advisory firm based in Sewickley, PA. It manages $716 million in assets between its 240 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 240 accounts, 66% are held by high-net-worth clients who have more than $1 million in assets available to invest. Aufman Associates Inc performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on the services provided. Fee types billed by Aufman Associates Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aufman Associates Inc Brokerage Details
$716,062,957
7
240
$2,983,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Aufman Work History
Edward has been registered as a financial advisor for 20 years.*
Aufman Associates Inc
Aufman Associates Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Sewickley, PA
Sewickley, PA
Sewickley, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.