Shareholders Service Group, LLC
Firm details
- Headquarters
- Culver City, California
- CRD number
- 125226
- Registered since
- March 11, 2003
- Website
- www.ssginstitutional.com
Firm profile
FINTRXOverview
Shareholders Service Group, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is identified in the source data as owned by a domestic entity and an individual and is categorized as “unclassified” in FINTRX’s snapshot. The firm has not provided descriptive material about its business activities or advisory services. Available attributes in the dataset indicate it does not function as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 9Joel Nunn
Senior CashierCRD 1886830

Rolando Abagat
Senior Vice PresidentCRD 1948023
Timothy Morioka
Vice PresidentCRD 2180737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Culver City, CA
Los Angeles
Location
Culver City, CA
Headquartered in Culver City, 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
- 3030 S Lane Cienega Blvd
- Time zone
- PT (UTC-8)
- Office locations
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