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AUFMAN ASSOCIATES INC
CRD 104622 · SEC 801-19122
2200 GEORGETOWN DRIVE, SUITE 401, SEWICKLEY, PA, 15143, United States
Phone
724-934-5600
Fax
724-934-5622
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$971.5M
Discretionary AUM
$971.5M
Team
7 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $38.8M |
| High net worth individuals | 166 | $921.6M |
States served
CA, GA, LA, MD, NJ, NY, NC, OH, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD