Schaffer & Company Asset Management, Inc.
Schaffer & Company Asset Management, Inc. is an SEC-registered mass-market adviser in Rochester, NY with $90.8M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Schaffer & Company Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138463, SEC 801-92168, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $90.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 1
- Clients
- 305
- CRD
- 138463
- Ownership
- SCHAFFER, GREGORY, LEE; COCUZZI, DAVID, M; SORATANA, PHETAPHAY
How much AUM does Schaffer & Company Asset Management, Inc. have?
Schaffer & Company Asset Management, Inc. reported $90.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Schaffer & Company Asset Management, Inc.?
Disclosed owners and executives of Schaffer & Company Asset Management, Inc. include SCHAFFER, GREGORY, LEE, COCUZZI, DAVID, M, SORATANA, PHETAPHAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.