KAUFMAN & CO FINANCIAL PLANNING INC
CRD #105238 SEC #801-22114 CLEVELAND, OH 216-830-1111
SEC Registered
Total AUM
$33.9M
Discretionary
$0
Employees
5
Clients
51
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2004 | $35M | $0 | $35M | 5 | -- |
| Mar 2004 | $35M | $0 | $35M | 5 | -- |
| May 2002 | $33.9M | $0 | $33.9M | 5 | -- |
DateJun 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMay 2002
Total AUM$33.9M
Discretionary$0
Non-Disc.$33.9M
Employees5
Clients--