SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD #120801 SEC #801-121063 HAZLET, NJ 732-739-8991
SEC Registered
Total AUM
$131.2M
Discretionary
$123.8M
Employees
5
Clients
26
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $131.2M | $123.8M | $7.4M | 5 | 0 |
| Mar 2024 | $122.2M | $113.1M | $9.1M | 4 | 0 |
| Mar 2023 | $105.2M | $93.2M | $12M | 6 | 0 |
| Mar 2022 | $126.9M | $97.8M | $29M | 6 | 0 |
| Jun 2021 | $112.6M | $68.1M | $44.5M | 6 | 0 |
| Mar 2021 | $112.6M | $68.1M | $44.5M | 6 | 0 |
| Sep 2012 | $44.7M | $0 | $44.7M | 1 | 26 |
| May 2012 | $44.7M | $0 | $44.7M | 1 | 26 |
| Mar 2012 | $44.7M | $0 | $44.7M | 1 | 26 |
| Apr 2011 | $45M | $0 | $45M | 5 | -- |
| Mar 2008 | $29.4M | $0 | $29.4M | 5 | -- |
DateMar 2025
Total AUM$131.2M
Discretionary$123.8M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2024
Total AUM$122.2M
Discretionary$113.1M
Non-Disc.$9.1M
Employees4
Clients0
DateMar 2023
Total AUM$105.2M
Discretionary$93.2M
Non-Disc.$12M
Employees6
Clients0
DateMar 2022
Total AUM$126.9M
Discretionary$97.8M
Non-Disc.$29M
Employees6
Clients0
DateJun 2021
Total AUM$112.6M
Discretionary$68.1M
Non-Disc.$44.5M
Employees6
Clients0
DateMar 2021
Total AUM$112.6M
Discretionary$68.1M
Non-Disc.$44.5M
Employees6
Clients0
DateSep 2012
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees1
Clients26
DateMay 2012
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees1
Clients26
DateMar 2012
Total AUM$44.7M
Discretionary$0
Non-Disc.$44.7M
Employees1
Clients26
DateApr 2011
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateMar 2008
Total AUM$29.4M
Discretionary$0
Non-Disc.$29.4M
Employees5
Clients--