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 has been SEC-registered since 2007. Ownership is reported as a mix of a domestic entity and an individual. The firm's public profile is sparse: it is classified as unclassified in the snapshot data and is not identified as a capital allocator. The record indicates the firm does not position itself as an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The firm has not supplied information about its client types, fee schedules, or advisory activities in the provided data.
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 1
William Shopoff
President, CEOCRD 1273471
Contacts
3 of 7
Urszula 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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