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Building 2SHUSTER ADVISORY GROUP, LLC

Map pinPASADENA, CA
Phone(626) 578-0816
NotebookSEC #801-106929
Total AUM
$10.3B
Employees
15
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 N. LAKE AVE.
SUITE 950
PASADENA
CA 91101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(626) 578-0816

ReceiptFinancials

Total AUM
$10.3B
Accounts
1,026
Discretionary
$10.2B
Accounts
955
Non-Discretionary
$127.1M
Accounts
71

ContactClients

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Individual Clients
39
AUM
$5.1M
HNW Individual Clients
153
AUM
$588M
Pension/Profit Sharing Plan Clients
71
AUM
$977.3M
Charitable Organization Clients
1
AUM
$244.6K
Government Entity Clients
103
AUM
$8.5B
Corporation or Business Clients
32
AUM
$114.8M
Other Clients
36
AUM
$107.6M
Description of Other Clients
GST/SNT'S

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLASC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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