Edward B Aufman
Investment adviser representative at Aufman Associates Inc
12 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$971.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Aufman Associates Inc.Sep 2003 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 14 states (CA, FL, GA, LA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA).
Aufman Associates Inc
$971.5MAssets managed
245Clients
3Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703405
- Firm CRD
- 104622