Shuster Advisory Group, LLC

Overview

Shuster Advisory Group, LLC is an SEC registered investment adviser based in Pasadena, CA, registered since 2015. It reports $10.3B in assets under management across 1,026 accounts, with 15 employees. It has 4 investment adviser representatives.

Reported AUM

$10.3B

Discretionary

99%

Accounts

1,026

Average account

$10.1M

Employees

15

Advisory reps

4

Registered since

2015

Jurisdictions

5

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Mark Allan Shuster Managing Member CRD 1402702
• Joann Parrino Member, Chief Compliance Officer CRD 3110216

Advisory reps 3 of 4

• Michael David Carlos Gonzalez Registered Rep · Investment Adviser Rep CRD 7545812
• Mark Allan Shuster Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1402702
• Carl Steinhilber Registered Rep · Investment Adviser Rep CRD 1931102

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

155 N Lake Ave Ste 950
Pasadena, CA 91101

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: sfgrpc.com

Every state, with registration dates

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