CRD: 288669
Schaeffer Financial & TAX, LLC
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-2017
- Office Locations
- 1
Office Locations
417 Cattell St. Easton PA
About Schaeffer Financial & TAX, LLC
Schaeffer Financial & TAX, LLC is a Easton-based RIA. The firm has been operating for 8 years. Managing $6.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$194.4K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRAD SCHAEFFER
Accountant, Financial Advisor, Owner
- CRD
- #6068019
- 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 | $6,222,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,222,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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