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Building 2SHUM FINANCIAL GROUP, INC.

Map pinALAMEDA, CA
Phone510-748-7462
NotebookSEC #801-110554
Total AUM
$322M
Employees
4
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2205 HARBOR BAY PARKWAY
ALAMEDA
CA 94502
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
510-748-7462

ReceiptFinancials

Total AUM
$322M
Accounts
990
Discretionary
$322M
Accounts
990
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$61.5M
HNW Individual Clients
121
AUM
$247.4M
Pension/Profit Sharing Plan Clients
4
AUM
$7M
Charitable Organization Clients
2
AUM
$5.4M
Corporation or Business Clients
3
AUM
$623K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
VARIABLE ANNUITY AND VARIABLE LIFE MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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