Kaufman & Company, LLC

Overview

Kaufman & Company, LLC is organized as a limited liability company and has been SEC-registered since 1982. The firm is owned by an individual and is categorized in the source data as "unclassified," which indicates it does not fit neatly into the common adviser subtypes captured by the dataset. The firm is not identified as a capital allocator and is marked as not being an active ESG investor. Additional flags in the source mark it as not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The available metadata points to a small, narrowly profiled organization in the dataset rather than a multi-office national RIA platform. Beyond the structural and regulatory attributes above, the source did not provide descriptions of advisory services, client segments, fee structures, or investment strategies.

Assets & Accounts

Location & Offices