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Building 2SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

Map pinJACKSONVILLE, FL
Phone585-563-8626
NotebookSEC #801-92168
Total AUM
$90.8M
Employees
1
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13616 QUEENS HARBOR BLVD N
JACKSONVILLE
FL 32225-4923
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
585-563-8626
Other Offices
1

ReceiptFinancials

Total AUM
$90.8M
Accounts
562
Discretionary
$90.8M
Accounts
562
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
262
AUM
$47M
HNW Individual Clients
38
AUM
$43.4M
Charitable Organization Clients
1
AUM
$34.4K
Corporation or Business Clients
4
AUM
$329.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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