Dakota
Dakota
Book a Demo
Talk to an Expert

Aufman & Associates

EST. AUM
$863,216,943

CONTACTS
2

CLIENT ACCOUNTS
248

Firm Details

Metro area Pittsburgh
CRD Number 104622
Website aufmanassociates.com
Client types

Overview

Aufman Associates provides comprehensive, conflict-of-interest-free financial management for high-net-worth individuals. The firm was formed from the ground up to serve the executive community and is able to provide customized solutions depending on the specific needs of the client. Their thirty-plus years in the industry have formed a tested management model that responds to the client's life-cycle, from executive financial planning through multi-generational management. In all stages, the firm can be as "hands on" as necessary to remove the management burden and to ensure that strategies are efficiently implemented and managed.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy