Overview
Assets Under Management: $979 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 218
Average Client Assets: $4 million
Frequently Asked Questions
SCHAEFER FINANCIAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110110), SCHAEFER FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SCHAEFER FINANCIAL MANAGEMENT, INC. is headquartered in CENTENNIAL, CO.
SCHAEFER FINANCIAL MANAGEMENT, INC. serves 218 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, SCHAEFER FINANCIAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SCHAEFER FINANCIAL MANAGEMENT, INC. manages $979 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, SCHAEFER FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,810
Non-Discretionary Accounts: 1,810
Regulatory Filings
CRD Number: 110110
Filing ID: 1955565
Last Filing Date: 2025-03-30 11:22:00
Website: https://schaeferfinancial.com