DIGITAL OFFERING LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
LAGUNA BEACH, California
CRD number
166401
Registered since
August 19, 2013

Firm profile

FINTRX

Overview

Digital Offering LLC is organized as a limited liability company and is registered with the SEC since 2013. Public records classify the firm as "unclassified" and identify ownership tied to both a domestic entity and an individual. Filings indicate the firm is not a capital allocator and does not self-identify as an active ESG investor; it is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The firm has provided minimal public detail about its client base, fee schedules, specific advisory activities, or investment strategy. The available disclosures do not describe the types of accounts served or the investment vehicles the firm uses, so its operating focus and target clients cannot be determined from the dataset.

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

Owners & executives

2 of 2
  • WILLIAM MCBEAN

    CEOCRD 1901190

  • JOSEPH VIGLIAROLO

    Chief Compliance OfficerCRD 4880434

Contacts

3 of 7
  • RICHARD NUNIS

    Senior Vice PresidentCRD 7210611

  • MICHAEL BOSWELL

    Managing DirectorCRD 5292563

  • JOEL VANDERHOOF

    PresidentCRD 4152196

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAGUNA BEACH, CA

ORANGE

Location

LAGUNA BEACH, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
1461 Glenneyre St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth