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 is registered with the SEC since 2003. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures classify the firm as "Unclassified." The firm does not identify itself as a capital allocator, is not marked as an active ESG investor, and does not operate as a multi-state adviser. Additional labels in the snapshot indicate it is not newly formed, is not a pension consultant, and is not listed as a related adviser.
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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