Aufman Associates offers a comprehensive approach to finances for successful individuals, families, and organizations who have accumulated substantial assets.
Founded first as a division of a pension portfolio management firm in the early 1970s, Aufman Associates became an independent entity in 1983.
Aufman Associates manages financial assets in excess of $600 Million and provides supervisory functions across assets approaching $1 Billion.
Our structure is completely independent and exclusively fee only, with no commission or product based revenue.
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