Shum Financial Group, Inc.

CRD 285426 · Alameda, CA · $322.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285426
SEC number: 801-110554
Firm type: RIA
Assets under management: $322.0M as of Feb 23, 2026
Website: www.shumfinancial.com ↗
Phone: 510-748-7462
Address: 2205 Harbor Bay Parkway, Alameda, CA, 94502

Advisors at this firm

4 in our index · page 1 of 1

Stephanie FisherCRD 7810138 · Alameda, CA

IA Registered
Elyse Nicole SanchezCRD 6012503 · Alameda, CA

IA RegisteredRegistration inactive
Cliff Wingyin ShumCRD 2973780 · Alameda, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Maria Juliana ValenciaCRD 7810117 · Alameda, CA

IA Registered

Source & corrections

Where this page comes from

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