LP Profile

Shapiro Financial Security Group

Also known as shapiro financial security

Wealth ManagerHazlet, United StatesFounded 1982
$153M
Assets Under Management
Hazlet
Headquarters
Investment Focus

About Shapiro Financial Security Group

Shapiro Financial Security Group is a fee-only financial services firm in Hazlet, New Jersey, founded in 1982, with about $153 million in reported assets. It offers investment management, personal financial planning, and tax planning and preparation, taking a holistic view of each client's situation. The firm provides a no-cost one-hour consultation and a no-cost second look at a prospective client's current portfolio, and maintains a client portal and resources for clients.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Shapiro Financial Security Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$152.6M
Total Clients
564
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Shapiro Financial Security Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Shapiro Financial Security Group?

Shapiro Financial Security Group is a wealth manager based in Hazlet, United States, managing approximately $153M in assets.

Where is Shapiro Financial Security Group headquartered?

Shapiro Financial Security Group is headquartered in Hazlet, United States.

How much does Shapiro Financial Security Group manage?

Shapiro Financial Security Group manages approximately $153M in assets under management.

When was Shapiro Financial Security Group founded?

Shapiro Financial Security Group was founded in 1982.

How can I contact Shapiro Financial Security Group?

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