Shuster Advisory Group, LLC
● SEC registered since 2015CRD 170233SEC# 801-106929Pasadena, CA
Reg. AUM
$10.32B
Employees
15
Accounts
1,026
Location
Pasadena, CA
Shuster Advisory Group, LLC assets under management
Shuster Advisory Group, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2015. It reports $10.3 billion in regulatory assets under management and employs 15 people.
Shuster Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joann Parrino | Member/Chief Compliance Officer | Under 5% | 2016 |
| Mark Allan Shuster Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Shuster Advisory Group, LLC manage?
Shuster Advisory Group, LLC reports $10.3 billion in regulatory assets under management on its Form ADV.
How many employees does Shuster Advisory Group, LLC have?
Shuster Advisory Group, LLC reports 15 employees.
Where is Shuster Advisory Group, LLC located?
Shuster Advisory Group, LLC is based in Pasadena, CA and has been SEC-registered since 2015.
Does Shuster Advisory Group, LLC disclose fund performance?
Shuster Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 N. Lake Ave., Suite 950, Pasadena, CA 91101 |
| Phone | (626) 578-0816 |
| Fax | (626) 792-7567 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.32B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$10.32Bregulatory AUM
Discretionary $10.19BNon-discretionary $127.1M