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 registered with the SEC since 2003. Ownership is listed as a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, and the record indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source material does not provide descriptive detail about the firm's advisory services, client segments, fee schedules, or specific business activities, so public-facing investment mandates and service lines are not documented in the available snapshot.

Assets & Accounts

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

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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