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Building 2SHAPIRO FINANCIAL SECURITY GROUP, INC.

Map pinHAZLET, NJ
Phone732-739-8991
NotebookSEC #801-121063
Total AUM
$152.6M
Employees
5
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BETHANY ROAD
BUILDING 6, SUITE 90
HAZLET
NJ 07730
United States
Operating Hours
9:00 A.M.-5: 00 P.M.
Monday - Friday
Phone
732-739-8991
Other Offices
1

ReceiptFinancials

Total AUM
$152.6M
Accounts
564
Discretionary
$140.6M
Accounts
547
Non-Discretionary
$12M
Accounts
17

ContactClients

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Individual Clients
137
AUM
$152.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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