Capital Research Brokerage Services, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 40823
- Registered since
- August 14, 1996
Firm profile
FINTRXOverview
Capital Research Brokerage Services, LLC is organized as a limited liability company and is SEC-registered since 1996. The firm is owned by an individual and is classified in the dataset as "Unclassified." Public filings and the provided snapshot indicate limited disclosure about the firm's lines of business: fields for client base, fee schedule, business activities and advisory services are blank in the source material. The dataset flags several negatives rather than active specialties: Capital Research Brokerage Services, LLC is not identified as a capital allocator, is not listed as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not registered as a pension consultant or related adviser. Those attributes suggest a narrow or limited public footprint in the RIA universe rather than an emphasis on multi-jurisdictional advisory programs or dedicated institutional/pension work.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7John Odell
PrincipalCRD 1908737

Julie Goldstone
AdministrationCRD 4157944

Richard Dinger
PresidentCRD 2326630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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