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Building 2SHAFFER CAPITAL

Map pinWESTERVILLE, OH
Phone614-891-1200
NotebookSEC #801-119045
Total AUM
$211.1M
Employees
7
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 POLARIS PARKWAY
SUITE 130
WESTERVILLE
OH 43082
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
614-891-1200

ReceiptFinancials

Total AUM
$211.1M
Accounts
457
Discretionary
$211.1M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$35.5M
HNW Individual Clients
31
AUM
$105.7M
Pension/Profit Sharing Plan Clients
10
AUM
$64.6M
Corporation or Business Clients
3
AUM
$5.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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