SHUM FINANCIAL GROUP, INC.
CRD #285426 SEC #801-110554 ALAMEDA, CA 510-748-7462
SEC Registered
Total AUM
$287.1M
Discretionary
$287.1M
Employees
4
Clients
0
Accounts
977
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $287.1M | $287.1M | $0 | 4 | 2 |
| Feb 2024 | $246.1M | $246.1M | $0 | 4 | 2 |
| Nov 2023 | $223.2M | $223.2M | $0 | 4 | 1 |
| Sep 2023 | $210.7M | $210.7M | $0 | 4 | 1 |
| Apr 2023 | $210.7M | $210.7M | $0 | 2 | 1 |
| Feb 2023 | $210.7M | $210.7M | $0 | 2 | 1 |
| Feb 2022 | $218.7M | $218.7M | $0 | 2 | 1 |
| Feb 2022 | $218.7M | $218.7M | $0 | 2 | 1 |
| Apr 2021 | $188.6M | $188.6M | $0 | 4 | 1 |
| Feb 2021 | $188.6M | $188.6M | $0 | 3 | 1 |
| Jun 2020 | $170.2M | $170.2M | $0 | 3 | 0 |
| May 2020 | $170.2M | $170.2M | $0 | 3 | 0 |
| Mar 2020 | $170.2M | $170.2M | $0 | 3 | 0 |
| Sep 2019 | $159.5M | $159.5M | $0 | 3 | 1 |
| Sep 2019 | $159.5M | $159.5M | $0 | 3 | 1 |
| Mar 2019 | $148.6M | $148.6M | $0 | 3 | 0 |
| Jan 2018 | $149.2M | $148.9M | $305.8K | 3 | 0 |
| May 2017 | $130.1M | $129.5M | $548.5K | 2 | 0 |
DateFeb 2025
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees4
Clients2
DateFeb 2024
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees4
Clients2
DateNov 2023
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees4
Clients1
DateSep 2023
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2023
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2023
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2022
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees2
Clients1
DateFeb 2022
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees2
Clients1
DateApr 2021
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees4
Clients1
DateFeb 2021
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees3
Clients1
DateJun 2020
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees3
Clients0
DateSep 2019
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees3
Clients1
DateSep 2019
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees3
Clients1
DateMar 2019
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$149.2M
Discretionary$148.9M
Non-Disc.$305.8K
Employees3
Clients0
DateMay 2017
Total AUM$130.1M
Discretionary$129.5M
Non-Disc.$548.5K
Employees2
Clients0