SHUM FINANCIAL GROUP, INC.

ALAMEDA, California·1 registered advisor·CRD# 285426
SEC# 801-1105540510-748-7462
01

Firm Overview

AUM
$246M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHUM FINANCIAL GROUP, INC.

1 registered advisor
Cliff Wingyin Shum
ALAMEDA, California
05

Office Locations

ALAMEDA, California
1 advisor

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Data sourced from SEC Form ADV filings. SHUM FINANCIAL GROUP, INC. (CRD# 285426) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.