SHUM FINANCIAL GROUP, INC. - Financial Advisor in California, Alameda

Tel: 510-748-7462 1402 Park Street, Suite E Alameda, California 94501

About SHUM FINANCIAL GROUP, INC.

SHUM FINANCIAL GROUP, INC. is a Alameda, California based financial advisory firm with nearly $287,130,475 in assets under management and provides investment advisory services for 977 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

285426

Firm SEC#:

801-110554

Assets Under Management:

$287,130,475

No. of Clients:

977

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (VARIABLE ANNUITY AND VARIABLE LIFE MANAGEMENT)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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