$6.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS · T. Rowe Price · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-17-2006
- Office Locations
- 1
Office Locations
-- Lancaster PA
About Mahaffey Financial LLC
Mahaffey Financial LLC is a Lancaster-based RIA. The firm has been operating for 20 years. Managing $6.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and T. Rowe Price.
Team overview
-- AVG AGE
$6.4M AVG AUM / ADVISOR
$247.7K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
L
LESTER BRUCE MAHAFFEY JR
Independent Financial Advisor, Owner
- CRD
- #5070319
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,439,192 | -- |
| Total | $6,439,192 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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