Shareholders Service Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Culver City, California
CRD number
125226
Registered since
March 11, 2003

Firm profile

FINTRX

Overview

Shareholders Service Group, LLC is organized as a limited liability company and is classified in the source data as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. Available records do not disclose the firm's client segments, advisory services, fee schedule or detailed business activities, and the firm is not identified as a multi-state adviser or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 9
  • Joel Nunn

    Senior CashierCRD 1886830

  • Rolando Abagat

    Rolando Abagat

    Senior Vice PresidentCRD 1948023

  • Timothy Morioka

    Vice PresidentCRD 2180737

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Culver City, CA

Los Angeles

Location

Culver City, CA

Headquartered in Culver City, 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
3030 S Lane Cienega Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth