Shareholders Service Group, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
10
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 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

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 10
  • Rolando Abagat

    Rolando Abagat

    Senior Vice PresidentCRD 1948023

  • Ronald Garcia

    Ronald Garcia

    Service RepresentativeCRD 2710933

  • William Cote

    Operations AnalystCRD 2383368

Unlock 7 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth