Digital Offering LLC
Firm details
- Headquarters
- Laguna Beach, California
- CRD number
- 166401
- Registered since
- August 19, 2013
- Website
- www.digitaloffering.com
Firm profile
FINTRXOverview
Digital Offering LLC is a limited liability company that registered with the SEC as an investment adviser in 2013. The firm is organized under a mix of domestic-entity and individual ownership and is recorded under an "unclassified" adviser type. The snapshot of disclosures flags several negative markers: it is not identified as a capital allocator, is not active on ESG mandates, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided details about its advisory activities, client segments, or fee arrangements in the source dataset. That absence of operating information, combined with the other registry flags, is consistent with a small, narrowly active, or effectively dormant advisory vehicle rather than a fully operational wealth-management practice.
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
2 of 2William Mcbean
CEOCRD 1901190

Joseph Vigliarolo
Chief Compliance OfficerCRD 4880434
Contacts
3 of 7Richard Nunis
Senior Vice PresidentCRD 7210611

Michael Boswell
Managing DirectorCRD 5292563

Joel Vanderhoof
PresidentCRD 4152196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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