A
CRD: 318140
A Schaffer Advisor Services
Norwalk, OH
4197062964
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2022
- Office Locations
- 1
Office Locations
-- Norwalk OH
About A Schaffer Advisor Services
A Schaffer Advisor Services is a Norwalk-based RIA. The firm has been operating for 4 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$255.0K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Peak legacy
Client Personas
Ember
Investment Themes
Focus Zenith Timber element
Investment Vehicles
Optima timber Radial momentum
Services
Ridge Insight Glacier
Owner & Executives
A
ADAM R SCHAFFER
Advisor, Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #6465438
- Ownership
- 75% or more
(406) 715-3894
frontier.meridian@summitcapital.com
in linkedin.com/in/signal-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,294,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,294,899 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,294,899
Equity - Exchange:
47.0% Cash:
53.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,174,387,174 | 47.0% |
| Cash | $3,579,628,090 | 53.0% |
| Total | $6,754,015,264 | 100.0% |