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Shaffer Asset Management, Inc.

Headquartered in GREENWICH, CT

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Firm Information

Shaffer Asset Management, Inc. is an investment advisor with 1 investment adviser representative. The firm manages approximately $2,249,728 in assets for 19 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides portfolio management for individuals and other advisory services, including speaker services.

Shaffer Asset Management, Inc.

$2.25M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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speaker

Speaker

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Speaking fees

Branch Locations (1)

SHAFFER ASSET MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

GREENWICH, CT

Advisors at Shaffer Asset Management, Inc.

View All 1 Advisors
Unclaimed
Daniel S Shaffer

CFC®, RA

GREENWICH, CT

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Disclosures

There are no public disclosures for Shaffer Asset Management, Inc..

Frequently Asked Questions (11)

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