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SCHAEFFER FINANCIAL LLC
Tel: 301-933-5550
4612 Great Oak Road Rockville, Maryland 20853
SCHAEFFER FINANCIAL LLC
SCHAEFFER FINANCIAL LLC is a Rockville, Maryland based financial advisory firm with nearly $223,248,023 in assets under management and provides investment advisory services for 435 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJEC
Firm CRD#:
133697
SEC#:
801-63790
No. of Clients:
435
Assets under Management
$223,248,023
No. of Advisors:
7
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