|
⚲
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| Shuster Advisory Group LLC
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|
|
|---|---|
| CRD # | 170233 |
| SEC # | 801-106929 |
| CIK # | |
| AUM | $6.3 BB (2024-05-02) |
| Employees | 11 (64% Investors, 27% Brokers) |
| Phone | 626-578-0816 |
| Address | 1003 Bishop St, 1820 Honolulu, HI 96813 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 0.7 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 85 | 4.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.1 |
| (n) Other | 3 | 0.0 |
| Total | 730 | 6.3 |
| By Discretionary | ||
| Discretionary | 713 | 6.2 |
| Non-Discretionary | 17 | 0.1 |
| Total | 730 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 730 | 6.3 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Shuster Advisory Group LLC
✚
|
HI | 6.3 |
|
KOBO Retirement Strategies LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Ameriflex Group Inc
✚
|
NV | 6.5 |
|
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 6.3 |
|
Pure Financial Advisors LLC
✚
|
CA | 6.3 |
|
Centaurus Financial Inc
✚
|
CA | 6.3 |
|
Synovus Securities Inc
✚
|
GA | 6.2 |
|
One Capital Management LLC
✚
|
CA | 6.2 |
|
F L Putnam Investment Management Co
✚
|
MA | 6.2 |
|
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
|
GYL Financial Synergies LLC
✚
|
CT | 6.1 |