Investment adviser · CRD 104622
AUFMAN ASSOCIATES INC
Investment adviser filing (IA)
SEWICKLEY, PA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $972M Form ADV · Item 5.F
- Client accounts
- 249 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 166 | $921,636,247 | 94.9% |
| Individuals | 79 | $38,762,233 | 4.0% |
| Charities | Fewer than 5 | $11,108,248 | 1.1% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2070619 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2200 GEORGETOWN DRIVE, SUITE 401SEWICKLEY, PA, 15143, United States
CRD 104622
Filing source
Form ADV 2070619 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.