Shareholders Service Group, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
10
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 has been SEC-registered since 2003. Public filings classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and does not report active engagement with ESG investing. It is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not disclose the firm's advisory business mix, fee structure, or client segments, so its primary revenue model and client-facing activities are not described in public summary 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

Contacts

3 of 10
  • Rolando Abagat

    Rolando Abagat

    Senior Vice PresidentCRD 1948023

  • Ronald Garcia

    Ronald Garcia

    Service RepresentativeCRD 2710933

  • William Cote

    Operations AnalystCRD 2383368

Unlock 7 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