Aufman Associates Inc
● SEC registered since 1983CRD 104622SEC# 801-19122Sewickley, PA
Reg. AUM
$971.5M
Employees
7
Accounts
249
Location
Sewickley, PA
Aufman Associates Inc assets under management
Aufman Associates Inc operates as an SEC-registered investment adviser based in Sewickley, PA. The firm has been registered since 1983. It reports $971.5 million in regulatory assets under management and employs 7 people.
Aufman Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward B Aufman Control | President | 50-75% | 2014 |
| Edward J Aufman Control | Chairman | 10-25% | 2014 |
| William J Gaffey Control | Vice President/Chief Compliance Officer | 25-50% | 2014 |
Frequently asked questions
How much does Aufman Associates Inc manage?
Aufman Associates Inc reports $971.5 million in regulatory assets under management on its Form ADV.
How many employees does Aufman Associates Inc have?
Aufman Associates Inc reports 7 employees.
Where is Aufman Associates Inc located?
Aufman Associates Inc is based in Sewickley, PA and has been SEC-registered since 1983.
Does Aufman Associates Inc disclose fund performance?
Aufman Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 Georgetown Drive, Suite 401, Sewickley, PA 15143 |
| Phone | 724-934-5600 |
| Fax | 724-934-5622 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$971.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$971.5Mregulatory AUM
Discretionary $971.5M