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SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110 · SEC 801-34341
7700 EAST ARAPAHOE ROAD, SUITE 265, CENTENNIAL, CO, 80112-6108, United States
Phone
303-770-6700
Fax
303-770-1041
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$0
Team
9 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $95.5M |
| High net worth individuals | 233 | $1.02B |
States served
AZ, CA, CO, MA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD