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. Public records classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. Filings indicate the firm does not operate as a multi-state adviser, is not a related adviser, and is not a newly formed adviser. Available disclosures are sparse: the firm has not provided specifics about its advisory services, target client segments, or fee arrangements in the source material.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • Joseph Vigliarolo

    Joseph Vigliarolo

    Chief Compliance OfficerCRD 4880434

  • Shane Philbrick

    Shane Philbrick

    Chief Compliance OfficerCRD 4584693

  • William Mcbean

    CEOCRD 1901190

Contacts

3 of 6
  • Joel Vanderhoof

    Joel Vanderhoof

    PresidentCRD 4152196

  • Mark Elenowitz

    Mark Elenowitz

    Managing DirectorCRD 2057802

  • Michael Boswell

    Michael Boswell

    Managing Director, ComplianceCRD 5292563

Unlock 3 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