Aufman Associates is an investment advisor in Sewickley with $875.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251839781
SEC advisor number
801-19122
FINRA CRD number
104622
AUM ?
$808.38 mm
(as of 27 Mar 24)
Accounts
240
(as of 27 Mar 24)
Employees
7
(3 investment advisory or research)
Address
Aufman Associates
2200 GEORGETOWN DR, SUITE 401
SEWICKLEY
PA 15143
2200 GEORGETOWN DR, SUITE 401
SEWICKLEY
PA 15143
Phone
7249345600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22