Shuster Advisory Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$10.3B

Discretionary

$10.2B

99% of AUM

Avg account

$10.1M

Accounts

1,026

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 170233
Registered since: November 19, 2015
Website: www.sfgrpc.com
Custodians: CHARLES SCHWAB & CO., INC., MISSIONSQUARE RETIREMENT, RETIREMENT PLAN RECORD-KEEPING, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government82.62%
Pension & Profit Sharing Plans9.47%
HNWI5.7%
Corporations / Businesses1.11%
Other1.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Shuster Advisory Group, LLC is an independent, SEC-registered investment adviser organized as an LLC and established in 2015. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its fee model combines asset-based fees with fixed-fee arrangements. Service offerings include comprehensive financial planning, portfolio management for individuals, small businesses, and institutions, selection of other advisers, and publication of periodic client communications. Shuster does not identify as an active ESG investor and reports relationships with broker-dealers and insurance companies as industry affiliations.