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 available records as an investment bank. The firm registered with the SEC in 2000 and is listed as individually owned. The record does not show the company operating as a capital allocator, nor does it indicate activity as an ESG investor, a multistate adviser, a pension consultant, or a related adviser. The dataset includes no descriptive detail about the firm’s business lines, advisory services, client segments, or manager allocation preferences.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WENDY ELLEN

    Chief of OperationsCRD 5606560

Contacts

3 of 10
  • JEFFREY JERDIN

    Managing DirectorCRD 6254187

  • JUSTIN GORDON

    Managing DirectorCRD 5441145

  • DAVID BONROUHI

    Managing DirectorCRD 2550811

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Wealth teams

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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