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Inactive

Edward J Aufman

Aufman Associates Inc

Sewickley, PA

CRD 4331682

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Employer firm

Aufman Associates Inc CRD 104622

$972M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Aufman Associates Inc

2200 Georgetown Drive Suite 401, Sewickley, PA 15143 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 1999-10-13
  • PA RA
    APPROVED
    Since 1999-10-13

Branch Locations

2200 Georgetown Drive Suite 401, Sewickley, PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aufman Associates Inc. Sewickley PA 01/2014 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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