SCHAEFFER FINANCIAL LLC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 133697). Regulatory assets under management: $257.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Karen Patricia Schaeffer | MANAGING MEMBER | — |
| Kaitlin Yardley | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Houston, TX |
| SCHAEFFER KAREN PATRICIA | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| BYRD CAROLE A | CHIEF COMPLIANCE OFFICER (CCO) | — |
| LUND JARED MIKEL | CHIEF OPERATING OFFICER | — |
| YARDLEY KAITLIN | CHIEF COMPLIANCE OFFICER | — |