Caplink Securities, Inc
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 130702
- Registered since
- August 17, 2004
- Website
- www.caplinksecurities.com
Firm profile
FINTRXOverview
Caplink Securities, Inc. is a corporation that has been SEC-registered since 2004 and is owned by an individual. The firm is classified as unclassified in the source data and is not identified as a capital allocator. It is not flagged as an active ESG investor, nor as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The dataset supplied does not detail the company's advisory activities, fee structure, client segments, or specific business lines. The available record is limited to regulatory and organizational descriptors rather than a narrative about investment strategy or client service model. That lack of operational detail makes it difficult to characterize the firm’s target clients or how it sources and manages assets.
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
Owners & executives
1 of 1
Michael Oshiro
CEOCRD 2271174
Contacts
3 of 7Michael Barr
MarketingCRD 2647258

Judd Nydes
MarketingCRD 2960503

Thomas Barrett
FinOpCRD 2821759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, 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
- 1230 Rosecrans Ave
- Time zone
- PT (UTC-8)
- Office locations
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