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 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

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 DirectorCRD 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth