Digital Offering LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Laguna Beach, California
CRD number
166401
Registered since
August 19, 2013

Firm profile

FINTRX

Overview

Digital Offering LLC is a limited liability company that registered with the SEC in 2013. The firm is classified as unclassified in the dataset and is listed as owned by a combination of a domestic entity and an individual. It is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. The dataset also indicates the adviser is not a pension consultant and has no related adviser status. Public disclosures about the firm’s business activities, advisory services, client types and fee schedules are minimal to none in the available record. There are no firm-provided details on investment strategy, sector focus, or service offerings in the source material.

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

3 of 3
  • Shane Philbrick

    Shane Philbrick

    Chief Compliance OfficerCRD 4584693

  • William Mcbean

    CEOCRD 1901190

  • Joseph Vigliarolo

    Joseph Vigliarolo

    Chief Compliance OfficerCRD 4880434

Contacts

3 of 6
  • Richard Nunis

    Richard Nunis

    Senior Vice PresidentCRD 7210611

  • Michael Boswell

    Michael Boswell

    Managing Director, ComplianceCRD 5292563

  • Joel Vanderhoof

    Joel Vanderhoof

    PresidentCRD 4152196

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Laguna Beach, CA

Orange

Location

Laguna Beach, CA

Headquartered in Laguna Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
1461 Glenneyre St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth