Shareholders Service Group, LLC
Firm details
- Headquarters
- Culver City, California
- CRD number
- 125226
- Registered since
- March 11, 2003
- Website
- www.ssginstitutional.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Rolando Abagat
Senior Vice PresidentCRD 1948023

Ronald Garcia
Service RepresentativeCRD 2710933
William Cote
Operations AnalystCRD 2383368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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