Aufman Associates Inc.

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Aufman Associates Inc. Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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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