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SHUSTER ADVISORY GROUP, LLC
CRD 170233 · SEC 801-106929
155 N. LAKE AVE., SUITE 950, PASADENA, CA, 91101, United States
Phone
(626) 578-0816
Fax
(626) 792-7567
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.32B
Discretionary AUM
$10.19B
Team
15 total employees; 11 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $5.1M |
| High net worth individuals | 153 | $588.0M |
| Pension/profit sharing plans | 71 | $977.3M |
| Charitable organizations | 1 | $245K |
| State/municipal entities | 103 | $8.53B |
| Corporations/business entities | 32 | $114.8M |
States served
CA, LA, SC, HI, FL
All web addresses on file
Official SEC filing: View on IAPD