Fallbrook Capital Securities Corp.
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 101180
- Registered since
- April 3, 2000
- Website
- www.fallbrookcapital.com
Firm profile
FINTRXOverview
Fallbrook Capital Securities Corp. is organized as a corporation and has been SEC-registered since 2000. FINTRX classifies the firm as an investment bank under individual ownership. The firm is not designated as a capital allocator and does not report active ESG investing. It is not listed as a multistate adviser, pension consultant, or related adviser. The dataset provided contains no further detail about client types, advisory services, or the firm’s business activities.
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
Wendy Ellen
Chief Compliance Officer & ControllerCRD 5606560
Contacts
3 of 10
Craig Sheftell
PrincipalCRD 1200482
Brandt Blanken
PresidentCRD 2245313
David Bonrouhi
Managing DirectorCRD 2550811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Calabasas, CA
Los Angeles
Location
Calabasas, CA
Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 26610 Agoura Rd
- Time zone
- PT (UTC-8)
- Office locations
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