Canguru Capital Advisors

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Oceanside, California
CRD number
332797
Registered since
January 23, 2025

Firm profile

FINTRX

Overview

Canguru Capital Advisors is organized as a corporation and is owned by an individual. Public records classify the firm as "unclassified" and provide very limited operational detail. The firm does not appear on lists of active ESG investors, is not designated as a capital allocator, and is not identified as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The company has not provided descriptions of its advisory activities, client types, fee arrangements, or external affiliations. Because these core disclosures are missing, there is no clear evidence about the firm’s target clientele, investment mandates, or service model from the available data.

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

Owners & executives

2 of 2
  • Cynthia Aragon

    Independent ContractorCRD 4316747

  • Heather Beatty

    Heather Beatty

    Founder and CEOCRD 5882406

Contacts

2 of 2
  • Peter Galligan

    Peter Galligan

    Financial PrincipalCRD 1873304

  • Aaron Jamieson

    Aaron Jamieson

    President, CCOCRD 5433142

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oceanside, CA

San Diego

Location

Oceanside, CA

Headquartered in Oceanside, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
2182 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth