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SHUM FINANCIAL GROUP, INC.

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

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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

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

Firm CRD#:

285426

SEC#:

801-110554

No. of Clients:

977

Assets under Management

$287,130,475

No. of Advisors:

4

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