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 is classified in FINTRX as an investment bank. The firm shows SEC registration dating back to 2000 and is owned by an individual. Data in the snapshot indicates the entity does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide further detail on advisory activities, fee structure, or specific business lines, which suggests the firm's profile in the dataset is limited to its broker/investment-bank status rather than manager or allocator functions.
Assets & Accounts
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 1Wendy Ellen
Chief of OperationsCRD 5606560
Contacts
3 of 10
Jeffrey Jerdin
Managing DirectorCRD 6254187
Justin Gordon
Managing DirectorCRD 5441145
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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