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SCHAEFFER FINANCIAL LLC
CRD 133697 · SEC 801-63790
4612 GREAT OAK ROAD, ROCKVILLE, MD, 20853, United States
Phone
301-933-5550
Fax
301-861-0789
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.7M
Discretionary AUM
$257.7M
Team
7 total employees; 4 advisory reps; 247 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $73.0M |
| High net worth individuals | 76 | $184.7M |
States served
CA, DC, MD, MI, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD