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Schaeffer Financial LLC

● SEC registered since 2005CRD 133697SEC# 801-63790Rockville, MD
Export (members)
Reg. AUM
$223.2M
Employees
7
Accounts
435
Location
Rockville, MD

Schaeffer Financial LLC assets under management

Schaeffer Financial LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2005. It reports $223.2 million in regulatory assets under management and employs 7 people.
www.schaefferfinancial.comView on SEC.gov ↗

Schaeffer Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Kaitlin Yardley ControlChief Compliance Officer25-50%2019
Karen Patricia Schaeffer ControlManaging Member50-75%2004

Frequently asked questions

How much does Schaeffer Financial LLC manage?

Schaeffer Financial LLC reports $223.2 million in regulatory assets under management on its Form ADV.

How many employees does Schaeffer Financial LLC have?

Schaeffer Financial LLC reports 7 employees.

Where is Schaeffer Financial LLC located?

Schaeffer Financial LLC is based in Rockville, MD and has been SEC-registered since 2005.

Does Schaeffer Financial LLC disclose fund performance?

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

Contact & registration

Address4612 Great Oak Road, Rockville, MD 20853
Phone301-933-5550
Fax301-861-0789
Office hours9 a.m. To 4 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1898838
Discloses disciplinary historyNo

Assets under management

Discretionary$223.2M
Non-discretionary$0
Total (RAUM)$223.2M