Overview
Assets Under Management: $131 million
Headquarters: HAZLET, NJ
Frequently Asked Questions
SHAPIRO FINANCIAL SECURITY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120801), SHAPIRO FINANCIAL SECURITY GROUP, INC. is subject to fiduciary duty under federal law.
SHAPIRO FINANCIAL SECURITY GROUP, INC. is headquartered in HAZLET, NJ.
According to their SEC Form ADV, SHAPIRO FINANCIAL SECURITY GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SHAPIRO FINANCIAL SECURITY GROUP, INC. manages $131 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, SHAPIRO FINANCIAL SECURITY GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Total Client Accounts: 526
Discretionary Accounts: 498
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 120801
Filing ID: 1961332
Last Filing Date: 2025-03-27 13:21:00
Website: https://shapirofsg.com