# SHUM FINANCIAL GROUP, INC.

SHUM FINANCIAL GROUP, INC. of ALAMEDA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285426
- Type: SEC-registered investment adviser
- SEC file number: 801-110554
- Location: 2205 HARBOR BAY PARKWAY, ALAMEDA, CA, 94502
- Phone: 510-748-7462
- Latest filing: 2026-02-23
- Regulatory AUM: $322.0M
- Discretionary AUM: $322.0M
- Clients: 4
- Accounts: 990

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Cliff Wingyin Shum | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Elyse Nicole Sanchez | SHAREHOLDER | — |
| SHUM CLIFF WINGYIN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285426/similar
- Related entities: https://search.stillhousedata.com/firm/285426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.