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Shuster Advisory Group, LLC

Headquartered in HONOLULU, HI

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Firm Information

Shuster Advisory Group, LLC is a Pasadena, CA-based investment advisory firm with over $6 billion in assets under management. They provide a range of advisory services including portfolio management for individuals, pension consulting, publication of periodicals, and selection of other advisors. They cater to high-net-worth individuals, corporations, state and municipal government entities, pension and profit-sharing plans, and other institutions. The firm has a strong focus on providing personalized investment advice and managing risk for their clients.

Shuster Advisory Group, LLC

155 N. LAKE AVE.

PASADENA, CA 91101

$6.28B

Assets Under Management

2

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SHUSTER ADVISORY GROUP, LLC has a total of 1 branch locations across the country.
location

PASADENA, CA

Advisors at Shuster Advisory Group, LLC

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Unclaimed
Mark Allan Shuster

RA

PASADENA, CA

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Unclaimed
Carl Patrick Steinhilber

RA

PASADENA, CA

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Disclosures

There are no public disclosures for Shuster Advisory Group, LLC.

Frequently Asked Questions (8)

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