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AUFMAN ASSOCIATES INC

SEWICKLEY, PA · CRD 104622 · IAPD ↗ · aufmanassociates.com · 724-934-5600

$971.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — AUFMAN ASSOCIATES INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — AUFMAN ASSOCIATES INC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.