Shapiro Financial Security Group, Inc.
Shapiro Financial Security Group, Inc. is an SEC-registered wealth manager in Hazlet, NJ with $152.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Shapiro Financial Security Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120801, SEC 801-121063, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $152.6M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Hazlet, NJ
- Employees
- 5
- Clients
- 137
- CRD
- 120801
- Ownership
- SHAPIRO, KENNETH, BART; SHAPIRO, KENNETH
How much AUM does Shapiro Financial Security Group, Inc. have?
Shapiro Financial Security Group, Inc. reported $152.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Shapiro Financial Security Group, Inc.?
Disclosed owners and executives of Shapiro Financial Security Group, Inc. include SHAPIRO, KENNETH, BART, SHAPIRO, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.