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Shuster Advisory Group, LLC

● SEC registered since 2015CRD 170233SEC# 801-106929Pasadena, CA
Export (members)
Reg. AUM
$7.91B
Employees
14
Accounts
884
Location
Pasadena, CA

Shuster Advisory Group, LLC assets under management

Shuster Advisory Group, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2015. It reports $7.9 billion in regulatory assets under management and employs 14 people.

Shuster Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joann ParrinoMember/Chief Compliance OfficerUnder 5%2016
Mark Allan Shuster ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Shuster Advisory Group, LLC manage?

Shuster Advisory Group, LLC reports $7.9 billion in regulatory assets under management on its Form ADV.

How many employees does Shuster Advisory Group, LLC have?

Shuster Advisory Group, LLC reports 14 employees.

Where is Shuster Advisory Group, LLC located?

Shuster Advisory Group, LLC is based in Pasadena, CA and has been SEC-registered since 2015.

Does Shuster Advisory Group, LLC disclose fund performance?

Shuster Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 N. Lake Ave., Suite 950, Pasadena, CA 91101
Phone(626) 578-0816
Fax(626) 792-7567
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$7.82B
Non-discretionary$90M
Total (RAUM)$7.91B