Shum Financial Group

EST. AUM
$321,953,763

CONTACTS
1

CLIENT ACCOUNTS
990

Firm Details

Metro area San Francisco
CRD Number 285426
Website shumfinancial.com
Client types

Overview

The financial services industry is always evolving, and Shum Financial Group, Inc. has continued to evolve alongside it. As a Registered Investment Advisor, Shum Financial Group has crafted the firm around helping individuals plan for the future. Their decades of experience and fee-based structures allow them to serve clients efficiently and effectively, and in the process, they often build lifelong relationships. Their goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, they seek to help clients pursue financial independence and provide clarity in their finances, with planning at their foundation. Contact them today to get started.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shum Financial Group

Platform Details

Investment Preferences

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