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Home > Retirement Planners > california > pasadena > SHUSTER ADVISORY GROUP, LLC
SHUSTER ADVISORY GROUP, LLC
155 N. Lake Ave.
Suite 500
Pasadena, California 91101
Tel: (626) 578-0816
About SHUSTER ADVISORY GROUP, LLC
SHUSTER ADVISORY GROUP, LLC, formally registered with the SEC as SHUSTER ADVISORY GROUP, LLC. The firm was established in 11/19/2015. They have over 1 offices throughout the country.
SHUSTER ADVISORY GROUP, LLC is a Pasadena, California based Financial Planning firm with nearly $6,284,266,543 assets under management, offering retirement planning & investment advisory services to 730 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170233 |
| SEC# | 801-106929 |
| Assets Managed by Firm | $6,284,266,543 |
| No. of Clients | 730 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 730 | $6,284,266,543 |
| Individuals (other than high net worth individuals) | 41 | $17,920,980 |
| High net worth individuals | 92 | $538,084,129 |
| Pension and profit sharing plans | 53 | $710,820,516 |
| Charitable organizations | 1 | $211,579 |
| Corporations or other businesses | 33 | $53,320,047 |
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