CRD: 120801
Shapiro Financial Security Group, Inc.
$152.6M Total AUM
$140.6M Disc. AUM
13.6% 3Y CAGR
5 Employees
137 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-23-2002
- Office Locations
- 2
Office Locations
1 Bethany Road Bldg. 6, Suite 90 Hazlet NJ
1 Bethany Road Building 6, Suite 90 Hazlet NJ
About Shapiro Financial Security Group, Inc.
Shapiro Financial Security Group, Inc. (Hazlet, NJ) provides investment management, holistic financial planning, and integrated tax planning/preparation. The firm helps clients align portfolios with risk tolerance and long-term goals, with experience serving retirees and physicians. Client experience includes Fidelity/NFS account access and a Tamarac client vault.
Team overview
70 AVG AGE
$76.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KENNETH BART SHAPIRO
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2048726
- Ownership
- 75% or more
Available
Available
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Devon Jacob Shapiro
Director
- CRD
- #7960088
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,571,520 | $256,986 |
| Non-Discretionary | $12,045,179 | $708,540 |
| Total | $152,616,699 | $270,597 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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