HAFER, DAVID GENE
Legal name: HAFER AND COMPANY
CRD #116364 SEC #801-66601 READING, PA 610-370-2601
SEC Registered
Total AUM
$70M
Discretionary
$30M
Employees
5
Clients
0
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2009 | $70M | $30M | $40M | 5 | -- |
| Mar 2008 | $62M | $40M | $22M | 5 | -- |
| Mar 2007 | $52M | $32M | $20M | 5 | -- |
DateSep 2009
Total AUM$70M
Discretionary$30M
Non-Disc.$40M
Employees5
Clients--
DateMar 2008
Total AUM$62M
Discretionary$40M
Non-Disc.$22M
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$32M
Non-Disc.$20M
Employees5
Clients--