# Schaeffer Financial & Tax, LLC

Schaeffer Financial & Tax, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/brad-schaeffer-2800a4103

## Regulatory record

- **CRD number:** 288669
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288669

## About

SCHAEFFER FINANCIAL & TAX, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Wealth Management
- Tax Advisory
- Financial Planning

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Last updated: 2026-07-06T01:24:25.113Z

Canonical page: https://altss.com/profile/schaeffer-financial-and-tax-llc

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