SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
CRD #138463 SEC #801-92168 ROCHESTER, NY 585-621-3300
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
1
Clients
10
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $70M | $70M | $0 | 1 | 0 |
| Mar 2024 | $62.8M | $62.8M | $0 | 1 | 0 |
| Apr 2023 | $63.1M | $63.1M | $0 | 2 | 1 |
| Mar 2022 | $60.9M | $60.9M | $0 | 3 | 1 |
| Mar 2021 | $49.2M | $49.2M | $0 | 2 | 1 |
| Oct 2020 | $48.5M | $48.5M | $0 | 2 | 4 |
| Jun 2020 | $43.6M | $43.6M | $0 | 2 | 4 |
| Mar 2019 | $36.2M | $36.2M | $0 | 2 | 0 |
| Mar 2018 | $36.7M | $36.7M | $0 | 2 | 1 |
| Mar 2017 | $29.2M | $29.2M | $0 | 2 | 285 |
| Mar 2016 | $25.2M | $25.2M | $0 | 2 | 266 |
| Jul 2015 | $27M | $27M | $0 | 2 | 263 |
| Apr 2015 | $27M | $27M | $0 | 2 | 263 |
| Apr 2015 | $27M | $27M | $0 | 2 | 263 |
| Apr 2015 | $27M | $27M | $0 | 2 | 263 |
| Apr 2015 | $27M | $27M | $0 | 2 | 263 |
DateMar 2025
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$62.8M
Discretionary$62.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$63.1M
Discretionary$63.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees2
Clients1
DateOct 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients4
DateJun 2020
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees2
Clients4
DateMar 2019
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$36.7M
Discretionary$36.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2017
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees2
Clients285
DateMar 2016
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees2
Clients266
DateJul 2015
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees2
Clients263
DateApr 2015
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees2
Clients263
DateApr 2015
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees2
Clients263
DateApr 2015
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees2
Clients263
DateApr 2015
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees2
Clients263