Aufman Associates Inc.

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Aufman Associates Inc. Overview

Type

Multi Family Office

Year Founded

1983

General Information

Aufman Associates Inc. is a multi-family office headquartered in Sewickley, United States. Founded in 1983, the firm traces its wealth origin to the founders’ investment-management and financial-planning practice. It manages portfolios and comprehensive financial affairs for a select group of affluent families, integrating tax, estate, and generational strategies with discretionary and advisory asset management—supporting multigenerational wealth preservation and growth.

Contact Information

Website:
https://www.aufmanassociates.com

Year Founded:
1983

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Sewickley, PA, United States

Portfolio & Notable Allocations


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