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 SEC-registered advisory firm (registered in 2015) organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and family clients as well as institutional clients. Its fee model blends percentage-of-AUM billing with fixed fees. Shuster acts as a capital allocator, selecting third-party managers and constructing portfolios across retail and institutional mandates. Core advisory activities disclosed include financial planning, portfolio management for individuals and for businesses/institutions, pension consulting and manager selection, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.