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SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
CRD 138463 · SEC 801-92168
13616 QUEENS HARBOR BLVD N, JACKSONVILLE, FL, 32225-4923, United States
Phone
585-563-8626
Fax
585-563-4300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.8M
Discretionary AUM
$90.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $47.0M |
| High net worth individuals | 38 | $43.4M |
| Charitable organizations | 1 | $34K |
| Corporations/business entities | 4 | $329K |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD