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SCHAEFFER FINANCIAL LLC

ROCKVILLE, MD · CRD 133697 · IAPD ↗ · schaefferfinancial.com · 301-933-5550

$257.7MRegulatory AUM
4Advisory reps
7Employees
247Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2024 — SCHAEFFER FINANCIAL LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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