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Building 2SCHAEFER FINANCIAL MANAGEMENT, INC.

Map pinCENTENNIAL, CO
Phone303-770-6700
NotebookSEC #801-34341
Total AUM
$1.1B
Employees
9
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7700 EAST ARAPAHOE ROAD
SUITE 265
CENTENNIAL
CO 80112-6108
United States
Operating Hours
8-5
Monday - Friday
Phone
303-770-6700

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,776
Discretionary
$0
Accounts
0
Non-Discretionary
$1.1B
Accounts
1,776

ContactClients

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Individual Clients
213
AUM
$95.5M
HNW Individual Clients
233
AUM
$1B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMANCNYTX

HandshakeAffiliates

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

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