Aufman Associates

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

2200 Georgetown Dr Ste 401, Sewickley, P...

Phone Number

(724) 934-5600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Aufman Associates

Aufman Associates Inc. is a well-established independent fee-only advisory firm that has been providing financial management and personal financial counseling for over 30 years. They focus on helping clients protect and grow their wealth through a comprehensive approach and a tested investment process. As a Registered Investment Advisor, Aufman Associates serves as a fiduciary, ensuring that their revenue comes solely from clients, thus avoiding conflicts of interest. The firm maintains a limited number of client relationships to ensure personalized service and direct management by the firm's principles.Explore more
Aufman Associates's Social MediaPopular SearchesAufman Associates IncAufman AssociatesSIC Code 62,628NAICS Code 52,523Show more

Aufman Associates Org Chart

Edward Aufman, Chief Executive Officer at Aufman Associates
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Chief Executive Officer

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CM
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Director, Financial Reporting

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CT
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Director, Financial Reporting

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MM
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Manager, Accounting

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NB
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Manager, Tax & Financial Planning

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NJ
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Manager, Financial

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aufman Associates

<$5M
1-10
Private
<$5M
1999
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
DJ
Dorothy JohnsonFront Office & Administration Receptionist
<$5M
1-10
Private
-
2004
JS
Jody SnivelyDirector, Client Relations
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aufman Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aufman Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aufman Associates.

Aufman Associates financials insights

Gather financial insights about Aufman Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Aufman Associates's Financials Insights

Aufman Associates Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Aufman Associates

What is Aufman Associates's official website?
Aufman Associates's official website is www.aufmanassociates.com
What is Aufman Associates's Revenue?
Aufman Associates's revenue is <$5 Million
What is Aufman Associates's SIC code?
Aufman Associates's SIC: 62,628
What is Aufman Associates's NAICS code?
Aufman Associates's NAICS: 52,523
How many employees does Aufman Associates have?
Aufman Associates has 1-10 employees
What industry does Aufman Associates belong to?
Aufman Associates is in the industry of: Finance, Securities Trading
What is Aufman Associates competition?
Aufman Associates top competitors include: First Financial Advisors, Cresta Advisors, TCM Wealth Advisors, Sherwood Investment Services
What technology does Aufman Associates use?
Some of the popular technologies that Aufman Associates uses are: GoDaddy DNS, Sectigo, Google Workspace
How do I contact Aufman Associates?
Aufman Associates contact info: Phone number: (724) 934-5600 Website: www.aufmanassociates.com
What does Aufman Associates do?

Aufman Associates Inc. is a well-established independent fee-only advisory firm that has been providing financial management and personal financial counseling for over 30 years. They focus on helping clients protect and grow their wealth through a comprehensive approach and a tested investment process. As a Registered Investment Advisor, Aufman Ass... ociates serves as a fiduciary, ensuring that their revenue comes solely from clients, thus avoiding conflicts of interest. The firm maintains a limited number of client relationships to ensure personalized service and direct management by the firm's principles.Read More

What are Aufman Associates social media links?
Aufman Associates Linkedin page Aufman Associates Facebook page
Is Aufman Associates a public company?
Aufman Associates is private company therefore does not currently have an official ticker symbol
See more information about Aufman Associates

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