Capital Research Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Pasadena, California
CRD number
40823
Registered since
August 14, 1996

Firm profile

FINTRX

Overview

Capital Research Brokerage Services, LLC is organized as a limited liability company and has been SEC-registered since 1996. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Reported firm attributes indicate it does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The FINTRX entry does not provide details on advisory services, fee models, client segments or typical investment approaches, leaving the firm's market positioning and service model unspecified beyond the structural and regulatory attributes above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • John Odell

    PrincipalCRD 1908737

  • Julie Goldstone

    Julie Goldstone

    AdministrationCRD 4157944

  • Richard Dinger

    Richard Dinger

    PresidentCRD 2326630

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
15 S Raymond Ave
Time zone
PT (UTC-8)
Office locations

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