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| Happy Holidays!! thanks for using AUM13F!! |
| Schaefer Financial Management Inc
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| CRD # | 110110 |
| SEC # | 801-34341 |
| CIK # | |
| AUM | $979.1 M (2025-03-30) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 303-770-6700 |
| Address | 7700 East Arapahoe Road Centennial, CO 80112-6108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 102.1 |
| (b) Individuals (high net worth individuals) | 218 | 877.1 |
| (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 | 0.0 |
| (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 | 1,810 | 979.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,810 | 979.1 |
| Total | 1,810 | 979.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 979.1 | |
| Total | 1,810 | 979.1 |
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|---|---|---|
|
Financial Perspectives Inc
✚
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MN | 1.0 |
|
Smith Brothers Financial LLC
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CT | 1.0 |
|
McGowan Group Asset Management Inc
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TX | 1.0 |
|
Enclave Advisors LLC
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TX | 1.0 |
|
GR Financial Group LLC
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AZ | 1.0 |
|
The Gleason Group Inc
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KY | 1.0 |
|
Laurel Wealth Advisors LLC
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|
NC | 1.0 |
|
Geometric Wealth Advisors LLC
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|
1.0 | |
|
Stepp & Rothwell Inc
✚
|
KS | 1.0 |
|
Cheviot Value Management LLC
✚
|
CA | 1.0 |