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Building 2SCHAEFFER FINANCIAL LLC

Map pinROCKVILLE, MD
Phone301-933-5550
NotebookSEC #801-63790
Total AUM
$257.7M
Employees
7
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4612 GREAT OAK ROAD
ROCKVILLE
MD 20853
United States
Operating Hours
9 AM TO 4 PM
Monday - Friday
Phone
301-933-5550
Other Offices
3

ReceiptFinancials

Total AUM
$257.7M
Accounts
247
Discretionary
$257.7M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
171
AUM
$73M
HNW Individual Clients
76
AUM
$184.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDMINCNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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