1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HAFER AND COMPANY

Map pinREADING, PA
Phone610-370-2601
NotebookSEC #801-66601
Total AUM
$70M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3601 PERKIOMEN AVENUE
READING
PA 19606
United States
Operating Hours
8:00 A.M - 5:00P.M.
Monday - Friday
Phone
610-370-2601

ReceiptFinancials

Total AUM
$70M
Accounts
105
Discretionary
$40M
Accounts
85
Non-Discretionary
$30M
Accounts
20

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account