Fallbrook Capital Securities Corp.
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 101180
- Registered since
- April 3, 2000
- Website
- www.fallbrookcapital.com
Firm profile
FINTRXOverview
Fallbrook Capital Securities Corp. is an individually owned corporation organized as an investment bank. The firm’s public profile lists it as a corporate broker-dealer-style entity rather than a traditional asset manager or institutional capital allocator. Available records do not describe client segments, fee schedules, or specific advisory services, so the firm’s commercial focus appears centered on securities activities rather than on managing pooled client assets. The profile indicates several structural characteristics: it is owned by an individual, is not identified as an allocator of institutional capital, does not present itself as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser to another registered advisory entity.
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
1 of 1
Wendy Ellen
Chief Compliance Officer & ControllerCRD 5606560
Contacts
3 of 10
Craig Sheftell
PrincipalCRD 1200482

Brandt Blanken
PresidentCRD 2245313

David Bonrouhi
Managing DirectorCRD 2550811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Calabasas, CA
Los Angeles
Location
Calabasas, CA
Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 26610 Agoura Rd
- Time zone
- PT (UTC-8)
- Office locations
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