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Shapiro Financial Security Group, Inc.

Shapiro Financial Security Group, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 1, 2016
    • $90.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 586
      Accounts
    • $154.9K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Herbert C Geiss
February 2011
Kenneth Bart Shapiro
October 2002
James Dexter Jackson
April 2013
Peter Charles Giammarinaro
April 2013
William Curtis Stratton
May 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Planning for Tomorrow, Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kenneth Bart Shapiro President/Chief Compliance Officer December, 1982 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees