Mark Allan Shuster

Shuster Advisory Group, LLC

39 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement Planning

Shuster Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

386 clients

Average Client Portfolio

$20.5M average

Assets Under Management

$7.9B

Location

155 N. Lake Ave., Suite 950, Pasadena, CA, 91101

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Mark is involved in numerous business activities, including Shuster Financial Group, Shuster Financial and Insurance Services, and several real estate investment companies. He also serves on advisory boards for various organizations and is involved with fixed life settlements, suggesting some involvement in insurance-related products.