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Financial Advisor
Maryland
Rockville
SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL LLC

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

Advisory Services Provided:

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

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