Shum Financial Group, Inc.
Shum Financial Group, Inc. (CRD# 285426) is a financial advisory firm headquartered in Alameda, CA. They manage $246,070,841 in 310 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management246MILLION
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Total Number of Accounts310ACCOUNTS
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Average Account Value$793,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, HI, TX
Elyse Sanchez (CRD# 6012503) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has over 7 years of experience in the finance industry.
Cliff Shum (CRD# 2973780) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has over 26 years of experience in the finance industry.
Stephanie Fisher (CRD# 7810138) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has 1 year of experience in the finance industry.
Maria Valencia (CRD# 7810117) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has 1 year of experience in the finance industry.