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 a limited liability company that registered with the SEC in 2013. The firm's public profile in the data set is minimal: it is labeled as "unclassified," is not identified as a capital allocator, and is not flagged as an active ESG investor. The ownership is described as a domestic entity/individual. Fields related to client segments, fee structures, and specific advisory or business activities are blank in the record. Regulatory attributes in the snapshot indicate the firm is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. The sparse reporting suggests a limited regulatory footprint or that the entity does not currently operate in a conventional registered-adviser capacity.

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

Owners & executives

2 of 2
  • William Mcbean

    CEOCRD 1901190

  • Joseph Vigliarolo

    Joseph Vigliarolo

    Chief Compliance OfficerCRD 4880434

Contacts

3 of 7
  • Richard Nunis

    Richard Nunis

    Senior Vice PresidentCRD 7210611

  • Michael Boswell

    Michael Boswell

    Managing Director, ComplianceCRD 5292563

  • Joel Vanderhoof

    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