Overview
Assets Under Management: $131 million
Headquarters: HAZLET, NJ
High-Net-Worth Clients: 2
Average Client Assets: $66 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $66 million
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