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 operates as a fund distributor rather than a traditional asset manager. The entity has been SEC-registered since 1996 and is owned by an individual. The firm does not position itself as a capital allocator or an investment adviser across multiple states. It is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser according to the available filings.
Assets & Accounts
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 8
John Odell
Co-Founder and PrincipalCRD 1908737
Richard Dinger
PresidentCRD 2326630
Julie Goldstone
AdministrationCRD 4157944
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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