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| Keyboard |
| Shapiro Financial Security Group Inc
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|
|---|---|
| CRD # | 120801 |
| SEC # | 801-121063 |
| CIK # | |
| AUM | 152.6 M (2026-03-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 732-739-8991 |
| Address | 1 Bethany Road Hazlet, NJ 07730 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 152.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 564 | 152.6 |
| By Discretionary | ||
| Discretionary | 547 | 140.6 |
| Non-Discretionary | 17 | 12.0 |
| Total | 564 | 152.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.6 | |
| Total | 564 | 152.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 161.5 M |
|
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|
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|
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TX | 159.1 M |
|
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|
Moore Wealth LLC
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MD | 156.9 M |
|
GRP Financial Services LLC
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|
ME | 155.3 M |
|
Redwood Coast Financial Partners
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|
CA | 151.8 M |
|
White Oak Financial Management Inc
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|
NC | 143.5 M |
|
Arthur Stein Financial LLC
✚
|
MD | 141.2 M |
|
Entrust Investment Services Inc
✚
|
CA | 141.1 M |