AUFMAN ASSOCIATES INC
CRD #104622 SEC #801-19122 SEWICKLEY, PA 724-934-5600
SEC Registered
Total AUM
$863.2M
Discretionary
$863.2M
Employees
7
Clients
101
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $863.2M | $863.2M | $0 | 7 | 0 |
| Sep 2024 | $808.4M | $808.4M | $0 | 7 | 0 |
| Mar 2024 | $808.4M | $808.4M | $0 | 7 | 0 |
| Mar 2023 | $716.1M | $716.1M | $0 | 7 | 0 |
| Mar 2022 | $875.7M | $875.7M | $0 | 7 | 0 |
| Mar 2021 | $764.1M | $764.1M | $0 | 6 | 0 |
| Jun 2020 | $723.2M | $723.2M | $0 | 6 | 0 |
| May 2020 | $723.2M | $723.2M | $0 | 6 | 0 |
| Mar 2020 | $723.2M | $723.2M | $0 | 6 | 0 |
| Mar 2019 | $647M | $614.7M | $32.3M | 6 | 0 |
| Jan 2019 | $689.4M | $653.7M | $35.7M | 4 | 0 |
| Mar 2018 | $689.4M | $653.7M | $35.7M | 4 | 0 |
| Mar 2017 | $605.8M | $572.2M | $33.6M | 4 | 100 |
| Mar 2016 | $566.2M | $566.2M | $0 | 4 | 100 |
| Sep 2015 | $671M | $637.6M | $33.3M | 4 | 100 |
| Mar 2015 | $671M | $637.6M | $33.3M | 4 | 100 |
| Apr 2014 | $606.4M | $606.4M | $0 | 4 | 138 |
| Mar 2014 | $606.4M | $606.4M | $0 | 4 | 138 |
| Mar 2013 | $509M | $509M | $0 | 4 | 137 |
| Mar 2012 | $463.1M | $463.1M | $0 | 6 | 136 |
| May 2010 | $470.6M | $459.2M | $11.4M | 10 | -- |
| Mar 2009 | $381.6M | $357.6M | $24M | 10 | -- |
| Mar 2008 | $596.8M | $569M | $27.8M | 10 | -- |
| Mar 2007 | $536.1M | $536.1M | $0 | 10 | -- |
| Mar 2006 | $468.7M | $450.6M | $18M | 10 | -- |
| Sep 2005 | $424.5M | $408.1M | $16.5M | 10 | -- |
| Mar 2004 | $407.9M | $396.7M | $11.2M | 10 | -- |
| Mar 2002 | $403.1M | $317.5M | $85.6M | 10 | -- |
DateMar 2025
Total AUM$863.2M
Discretionary$863.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$808.4M
Discretionary$808.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$808.4M
Discretionary$808.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$716.1M
Discretionary$716.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$875.7M
Discretionary$875.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$764.1M
Discretionary$764.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$723.2M
Discretionary$723.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$723.2M
Discretionary$723.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$723.2M
Discretionary$723.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$647M
Discretionary$614.7M
Non-Disc.$32.3M
Employees6
Clients0
DateJan 2019
Total AUM$689.4M
Discretionary$653.7M
Non-Disc.$35.7M
Employees4
Clients0
DateMar 2018
Total AUM$689.4M
Discretionary$653.7M
Non-Disc.$35.7M
Employees4
Clients0
DateMar 2017
Total AUM$605.8M
Discretionary$572.2M
Non-Disc.$33.6M
Employees4
Clients100
DateMar 2016
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees4
Clients100
DateSep 2015
Total AUM$671M
Discretionary$637.6M
Non-Disc.$33.3M
Employees4
Clients100
DateMar 2015
Total AUM$671M
Discretionary$637.6M
Non-Disc.$33.3M
Employees4
Clients100
DateApr 2014
Total AUM$606.4M
Discretionary$606.4M
Non-Disc.$0
Employees4
Clients138
DateMar 2014
Total AUM$606.4M
Discretionary$606.4M
Non-Disc.$0
Employees4
Clients138
DateMar 2013
Total AUM$509M
Discretionary$509M
Non-Disc.$0
Employees4
Clients137
DateMar 2012
Total AUM$463.1M
Discretionary$463.1M
Non-Disc.$0
Employees6
Clients136
DateMay 2010
Total AUM$470.6M
Discretionary$459.2M
Non-Disc.$11.4M
Employees10
Clients--
DateMar 2009
Total AUM$381.6M
Discretionary$357.6M
Non-Disc.$24M
Employees10
Clients--
DateMar 2008
Total AUM$596.8M
Discretionary$569M
Non-Disc.$27.8M
Employees10
Clients--
DateMar 2007
Total AUM$536.1M
Discretionary$536.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$468.7M
Discretionary$450.6M
Non-Disc.$18M
Employees10
Clients--
DateSep 2005
Total AUM$424.5M
Discretionary$408.1M
Non-Disc.$16.5M
Employees10
Clients--
DateMar 2004
Total AUM$407.9M
Discretionary$396.7M
Non-Disc.$11.2M
Employees10
Clients--
DateMar 2002
Total AUM$403.1M
Discretionary$317.5M
Non-Disc.$85.6M
Employees10
Clients--