LP Profile

Schaefer Financial Management

Also known as schaefer financial

Wealth ManagerCentennial, United StatesFounded 1989
$1.1B
Assets Under Management
Centennial
Headquarters
Investment Focus

About Schaefer Financial Management

Schaefer Financial Management is a wealth management and financial planning firm based in Centennial, Colorado, founded in 1989. It reports about $1.1 billion in assets under management. The firm describes its approach as collaborative, integrated and knowledgeable. It builds comprehensive financial plans, coordinates with clients' outside professionals, and makes investment decisions with an emphasis on minimizing taxes. Portfolios are developed together with the client's financial plan. The firm presents a team of roughly ten professionals led by Jeff Schaefer.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Schaefer Financial Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.1B
Total Clients
1,776
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Schaefer Financial Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Schaefer Financial Management?

Schaefer Financial Management is a wealth manager based in Centennial, United States, managing approximately $1.1B in assets.

Where is Schaefer Financial Management headquartered?

Schaefer Financial Management is headquartered in Centennial, United States.

How much does Schaefer Financial Management manage?

Schaefer Financial Management manages approximately $1.1B in assets under management.

When was Schaefer Financial Management founded?

Schaefer Financial Management was founded in 1989.

How can I contact Schaefer Financial Management?

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