|
⚲
|
| Schaeffer Financial LLC
✚
|
|
|---|---|
| CRD # | 133697 |
| SEC # | 801-63790 |
| CIK # | 0001581181, 0001898838 |
| AUM | $178.4 MM (2023-03-15) |
| Employees | 6 (67% Investors, 33% Brokers) |
| Phone | 301-933-5550 |
| Address | 4612 Great Oak Road Rockville, MD 20853 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 65.4 |
| (b) Individuals (high net worth individuals) | 65 | 112.9 |
| (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 | 437 | 178.4 |
| By Discretionary | ||
| Discretionary | 437 | 178.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 178.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.4 | |
| Total | 437 | 178.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 3 | [0001581181] | |
| 4 | [0001581181] | |
| 13F-HR | [0001898838] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Schaeffer Richard | |
| SHAF Holdings LLC | |
| Schaeffer Group, LLC | |
| Liquid Holdings Group, Inc. | |
| Schaeffer Holdings, LLC |
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