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| Aufman Associates Inc
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|---|---|
| CRD # | 104622 |
| SEC # | 801-19122 |
| CIK # | 0001801573 |
| AUM | 971.5 M (2026-03-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 724-934-5600 |
| Address | 2200 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801573 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 25.7 | ||
| Moderna Inc | 2.7 | ||
| Minerals Technologies Inc | 2.7 | ||
| Alphabet Inc | 2.0 | ||
| Apple Inc | 2.0 | ||
| Microsoft Corp | 1.2 | ||
| Crown Castle International Corp | 1.2 | ||
| Johnson & Johnson | 0.8 | ||
| Perkinelmer Inc | 0.7 | ||
| AbbVie Inc | 0.7 | ||
| Chevron Corp | 0.6 | ||
| Broadcom Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 38.8 |
| (b) Individuals (high net worth individuals) | 166 | 921.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 971.5 |
| By Discretionary | ||
| Discretionary | 249 | 971.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 249 | 971.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 969.4 | |
| Total | 249 | 971.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801573] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Retail |
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