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 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
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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