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Shuster Advisory Group

EST. AUM
$10,318,497,572

CONTACTS
6

CLIENT ACCOUNTS
1,026

Firm Details

Metro area Los Angeles
CRD Number 170233
Website sfgrpc.com
Client types

Overview

SFG Retirement Plan Consulting, also known as Shuster Advisory Group, LLC, is an independent registered investment advisor (RIA) based in Pasadena, California. The firm specializes in retirement plan consulting for public, private, and non-profit organizations, offering expertise in programs such as 401(k), 457(b), 401(a), and 403(b) plans. They also provide services in private wealth management, delivering globally diversified investment strategies, asset preservation, and retirement income solutions for individuals. Additionally, SFG assists clients with the management of Section 115 Trusts, helping public agencies pre-fund future liabilities.

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Address

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

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