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 registered with the SEC since 1996. The firm is listed as owned by an individual and carries an "Unclassified" designation in the available dataset. FINTRX records indicate the entity is not positioned as a capital allocator, does not register itself as an active ESG investor, and is not identified as a multi-state or newly formed adviser. It is also not indicated to act as a pension consultant or as a related adviser to another registered entity.

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

    AdministrationCRD 4157944

  • 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth