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).

By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $793,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX

Financial Advisors at Shum Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Elyse N. Sanchez
CRD#: 6012503
1402 Park Street, Suite E, Alameda, CA 94501

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.

2
Cliff W. Shum
CRD#: 2973780
1402 Park Street, Suite E, Alameda, CA 94501

Cliff Shum (CRD# 2973780) is an Investment Advisor Representative working at Shum Financial Group, Inc. in Alameda, CA and has over 25 years of experience in the finance industry.

3
Stephanie Fisher
CRD#: 7810138
1402 Park Street, Suite E, Alameda, CA 94501

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.

4
Maria J. Valencia
CRD#: 7810117
1402 Park Street, Suite E, Alameda, CA 94501

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.

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