SHOPOFF SECURITIES, INC.
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 142866
- Registered since
- May 29, 2007
- Website
- www.shopoff.com
Firm profile
FINTRXOverview
Shopoff Securities, Inc. is organized as a corporation and appears in SEC records dating back to 2007. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. It is not listed as an active ESG investor, nor as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Publicly available entries for the firm contain limited operational detail: the dataset does not disclose the firm’s advisory activities, client segments, fee structure, or specific business lines. That lack of disclosure makes it difficult to characterize the firm’s client focus or service model beyond its corporate registration and the status flags noted above.
Assets & Accounts
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
Owners & executives
1 of 1WILLIAM SHOPOFF
President, CEOCRD 1273471
Contacts
3 of 7URSZULA SZYMANSKI
Compliance DirectorCRD 5238328
IVANA SHUMBERG
FinOpCRD 3167225
Jon Eastman
Senior Vice PresidentCRD 1085470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 18565 Jamboree Rd
- Time zone
- PT (UTC-8)
- Office locations
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