CRD: 138463
Schaffer & Company Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
About Schaffer & Company Asset Management, Inc.
Schaffer & Company Asset Management (Rochester, NY) provides financial planning and discretionary portfolio management, using an ETF-heavy approach complemented by mutual funds and fixed income. The broader team also supports clients with insurance placement across 30+ carriers, year-round tax preparation/accounting, and trust and executor services for estate and wealth-preservation needs. Custodies through Charles Schwab.
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Technology
Owner & Executives
GREGORY LEE SCHAFFER
Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
DAVID M COCUZZI
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,781,774 | $161,533 |
| Non-Discretionary | $0 | -- |
| Total | $90,781,774 | $161,533 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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