Hafer & Associates, LLC (Indiana)

Name: Hafer & Associates, LLC
Address: 157 Greenview Dr., Indiana, PA, 15701
Telephone: 717-657-1100

Hafer & Associates, LLC is a large advisory firm based in Indiana. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.

Hafer & Associates provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hafer & Associates: assets under management

The assets under management (AUM) of Hafer & Associates, LLC is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hafer & Associates, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hafer & Associates, LLC

Michael Paul Millner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara Harshbarger Hafer	Chief executive officer	1 Jan 2005	75% - 100%	5683932
Michael Paul Millner	Chief compliance officer	1 Jan 2005	Other	1954797
Bethany Lynne Hafer	Chief financial officer	1 Jan 2005	Other	5683962

Based in Indiana

The principal office where Hafer & Associates, LLC performs its advisory services is located at 157 Greenview Dr., Indiana, PA 15701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-657-1100 or by fax 419-821-0696. The normal business hours are 900 am to 500 pm on Monday - Friday. You can find more information about the New York firm at www.haferassoc.com.