John
Shumski

Networth Asset Management, Inc

CRD#1636896
Investment Advisor
in Lansdale, PA

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About this Advisor

John Shumski is a financial advisor based in Lansdale, Pennsylvania, working with Networth Asset Management, Inc. John has previously held positions at Self, Girard Securities, Inc, Networth Asset Management, Inc, Intercarolina Financial Services, Inc, and Transitional Broker LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of Networth Asset Management, Inc, which operates out of Lansdale, Pennsylvania. The firm has 5 offices and 4 employees. The firm manages assets totaling $105.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Networth Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

Lansdale, PA

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Networth Asset Management, Inc Brokerage Details

Total Assets Under Management

$105,809,000

Total Number of Employees

4

Total Number of Accounts

278

Average Account Size

$380,608

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

John Shumski Work History

2024 - Present (0 year)

Transitional Broker LLC

2015 - Present (9 years)

Intercarolina Financial Services, Inc

2012 - Present (12 years)

Networth Asset Management, Inc

1999 - Present (25 years)

Self

2012 - 2015 (3 years)

Girard Securities, Inc

Disclosures

Please visit the SEC profile of John Shumski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Networth Asset Management, Inc

Jonathan Leftwich
The Villages, FL
John Shumski
Lansdale, PA
Howard Rosenblatt
Gainesville, FL
Roger Hubley
The Villages, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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