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Home > Retirement Planners > new jersey > hazlet > SHAPIRO FINANCIAL SECURITY GROUP, INC.
SHAPIRO FINANCIAL SECURITY GROUP, INC.
1 Bethany Road
Building 6, Suite 90
Hazlet, New Jersey 07730
Tel: 732-739-8991
About SHAPIRO FINANCIAL SECURITY GROUP, INC.
SHAPIRO FINANCIAL SECURITY GROUP, INC, formally registered with the SEC as SHAPIRO FINANCIAL SECURITY GROUP, INC. The firm was established in 05/04/2021. They have over 2 offices throughout the country.
SHAPIRO FINANCIAL SECURITY GROUP, INC. is a Hazlet, New Jersey based Financial Planning firm with nearly $122,209,295 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120801 |
| SEC# | 801-121063 |
| Assets Managed by Firm | $122,209,295 |
| No. of Clients | 528 |
| 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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 528 | $122,209,295 |
| Individuals (other than high net worth individuals) | 127 | $122,209,295 |
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