# A.E. Laufer Financial Services, Inc.

> A.E. Laufer Financial Services, Inc. is a state-registered investment advisory firm in Ft Lauderdale, FL, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 141921
- Filed as: A.E. LAUFER FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ft Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141921
- AdvisorCensus page: https://advisorcensus.com/firm/a-e-laufer-financial-services-inc-ft-lauderdale-fl-141921

## Quick answers

**How is A.E. Laufer Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), A.E. Laufer Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is A.E. Laufer Financial Services, Inc. located?**
A.E. Laufer Financial Services, Inc.'s principal office is in Ft Lauderdale, FL, according to its Form ADV.

**Is A.E. Laufer Financial Services, Inc. registered with the SEC or a state?**
A.E. Laufer Financial Services, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 141921.

**How much does A.E. Laufer Financial Services, Inc. manage?**
A.E. Laufer Financial Services, Inc. reports $9,827,966 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does A.E. Laufer Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (5).

**Does A.E. Laufer Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141921

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,827,966
- Discretionary: $9,827,966
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,116,526 |
| High net worth individuals | 5 | $7,711,440 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A.E. Laufer Financial Services, Inc. (CRD 141921): Form ADV filing data as of October 2026.