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 owned by a domestic entity and individual interests and is listed without a specific adviser classification in the source data. The available profile indicates limited engagement on several industry fronts: the firm is not identified as a capital allocator, does not report participation in active ESG investing, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset provides no detail on fee schedules, core advisory activities, or client segments.
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 10
Rolando Abagat
Senior Vice PresidentCRD 1948023

Ronald Garcia
Service RepresentativeCRD 2710933
William Cote
Operations AnalystCRD 2383368
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
Similar firms
The Courtney Group, LLC
Broker-DealerNewport Beach, CA
Mischler Financial Group, Inc.
Broker-DealerIrvine, CA
Greenbrier Diversified, Inc.
Broker-DealerBeverly Hills, CA
CP Investments, LLC
Broker-DealerLos Angeles, CA
Aquilo Partners, L.P.
Broker-DealerSan Francisco, CA
Waveedge Partners LLC
Broker-DealerWoodside, CA