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Henry J Schaefer

Schaefer Financial Management, Inc.

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About Henry J Schaefer

Henry J Schaefer is an Investment Advisor Representative associated with Schaefer Financial Management, Inc. Henry has been in the industry for over 10 years and holds a Series 65 license. Henry J Schaefer is registered to provide investment advice in Colorado.

Firm Information

Henry Schaefer is currently registered with Schaefer Financial Management, Inc.. Schaefer Financial Management, Inc. is an investment advisor registered with the SEC and located in Centennial, CO. They provide financial planning and portfolio management services to individuals, primarily high-net-worth individuals. The firm manages approximately $888.3 million in assets for 1,748 clients. They do not have a wrap fee program.
Schaefer Financial Management, Inc.

7700 EAST ARAPAHOE ROAD

CENTENNIAL, CO 80112-6108

$888.30M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Henry Schaefer’s Registration & Firm History

CO

05/25/2022 - Present

Schaefer Financial Management, Inc. (CENTENNIAL CO)

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Licenses & Designations

IA

Issued 05/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry J Schaefer.
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