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Schaefer Financial Management, Inc.

● SEC registered since 1989CRD 110110SEC# 801-34341Centennial, CO
Export (members)
Reg. AUM
$979.1M
Employees
9
Accounts
1,810
Location
Centennial, CO

Schaefer Financial Management, Inc. assets under management

Schaefer Financial Management, Inc. operates as an SEC-registered investment adviser based in Centennial, CO. The firm has been registered since 1989. It reports $979.1 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/70873060/adminView on SEC.gov ↗

Schaefer Financial Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Alan Schaefer ControlPresident, Chairman, Sole ShareholderOver 75%2001
Rebecca A AardalChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Schaefer Financial Management, Inc. manage?

Schaefer Financial Management, Inc. reports $979.1 million in regulatory assets under management on its Form ADV.

How many employees does Schaefer Financial Management, Inc. have?

Schaefer Financial Management, Inc. reports 9 employees.

Where is Schaefer Financial Management, Inc. located?

Schaefer Financial Management, Inc. is based in Centennial, CO and has been SEC-registered since 1989.

Does Schaefer Financial Management, Inc. disclose fund performance?

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

Contact & registration

Address7700 East Arapahoe Road, Suite 265, Centennial, CO 80112-6108
Phone303-770-6700
Fax303-770-1041
Office hours5-Aug
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$979.1M
Total (RAUM)$979.1M