Aufman Associates

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Last updated: February 18th, 2020. Data source: SEC filings.

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Aufman Associates, federally registered in 1983, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 3 advisors. Aufman Associates manages $647.0 million and provides investment advisory services for 204 clients (1:68 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 18
Percentage of Advisors Trusted 100%
Minimum Investment $530,974
Average Client Balance $3,171,331
Total AUM $647.0 million
Advisor / Client Ratio 1:68
Headquarters Sewickley, PA
SEC Filings View SEC IAPD CRD #104622
State(s) Registered CA, FL, NH, NJ, NY, NC, OH, PA, SC, TX, VA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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