Fallbrook Capital Securities Corp.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Calabasas, California
CRD number
101180
Registered since
April 3, 2000

Firm profile

FINTRX

Overview

Fallbrook Capital Securities Corp. is organized as a corporation and is classified in FINTRX as an investment bank. The firm shows SEC registration dating back to 2000 and is owned by an individual. Data in the snapshot indicates the entity does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide further detail on advisory activities, fee structure, or specific business lines, which suggests the firm's profile in the dataset is limited to its broker/investment-bank status rather than manager or allocator functions.

Assets & Accounts

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

1 of 1
  • Wendy Ellen

    Wendy Ellen

    Chief of OperationsCRD 5606560

Contacts

3 of 10
  • Jeffrey Jerdin

    Jeffrey Jerdin

    Managing DirectorCRD 6254187

  • Justin Gordon

    Justin Gordon

    Managing DirectorCRD 5441145

  • David Bonrouhi

    David Bonrouhi

    Managing DirectorCRD 2550811

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth