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Home > Retirement Planners > california > alameda > SHUM FINANCIAL GROUP, INC.
SHUM FINANCIAL GROUP, INC.
1402 Park Street, Suite E
Alameda, California 94501
Tel: 510-748-7462
About SHUM FINANCIAL GROUP, INC.
SHUM FINANCIAL GROUP, INC, formally registered with the SEC as SHUM FINANCIAL GROUP, INC. The firm was established in 05/31/2017. They have over 1 offices throughout the country.
SHUM FINANCIAL GROUP, INC. is a Alameda, California based Financial Planning firm with nearly $287,130,475 assets under management, offering retirement planning & investment advisory services to 977 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285426 |
| SEC# | 801-110554 |
| Assets Managed by Firm | $287,130,475 |
| No. of Clients | 977 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (VARIABLE ANNUITY AND VARIABLE LIFE MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 977 | $287,130,475 |
| Individuals (other than high net worth individuals) | 201 | $54,575,605 |
| High net worth individuals | 120 | $221,038,094 |
| Pension and profit sharing plans | 4 | $5,739,179 |
| Charitable organizations | 4 | $5,310,069 |
| Corporations or other businesses | 3 | $467,528 |
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