Canguru Capital Advisors

Broker-DealerFINRA MemberEst. 2025
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 individually owned. FINTRX records show the firm became SEC-registered in 2025 and is categorized in the dataset as unclassified. The profile flags several service attributes as negatives: the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and is not marked as a related adviser. Little else about the firm’s advisory activities, fee structure, or client focus is disclosed in the provided data.

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

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