Shareholders Service Group, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Culver City, California
CRD number
125226
Registered since
March 11, 2003

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Joel Nunn

    Senior CashierCRD 1886830

  • Rolando Abagat

    Rolando Abagat

    Senior Vice PresidentCRD 1948023

  • Timothy Morioka

    Vice PresidentCRD 2180737

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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