SCHAEFFER FINANCIAL LLC - Financial Advisor in Maryland, Rockville

Tel: 301-933-5550 4612 Great Oak Road Rockville, Maryland 20853

About SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL LLC is a Rockville, Maryland based financial advisory firm with nearly $223,248,023 in assets under management and provides investment advisory services for 435 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

133697

Firm SEC#:

801-63790

Assets Under Management:

$223,248,023

No. of Clients:

435

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT)

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