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Aufman Associates Inc

● SEC registered since 1983CRD 104622SEC# 801-19122Sewickley, PA
Export (members)
Reg. AUM
$863.2M
Employees
7
Accounts
248
Location
Sewickley, PA

Aufman Associates Inc assets under management

Aufman Associates Inc operates as an SEC-registered investment adviser based in Sewickley, PA. The firm has been registered since 1983. It reports $863.2 million in regulatory assets under management and employs 7 people.

Aufman Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Edward B Aufman ControlPresident50-75%2014
Edward J Aufman ControlChairman10-25%2014
William J Gaffey ControlVice President/Chief Compliance Officer25-50%2014

Frequently asked questions

How much does Aufman Associates Inc manage?

Aufman Associates Inc reports $863.2 million in regulatory assets under management on its Form ADV.

How many employees does Aufman Associates Inc have?

Aufman Associates Inc reports 7 employees.

Where is Aufman Associates Inc located?

Aufman Associates Inc is based in Sewickley, PA and has been SEC-registered since 1983.

Does Aufman Associates Inc disclose fund performance?

Aufman Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Georgetown Drive, Suite 401, Sewickley, PA 15143
Phone724-934-5600
Fax724-934-5622
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$863.2M
Non-discretionary$0
Total (RAUM)$863.2M