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 registered with the SEC since 2003. Ownership is listed as a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, and the record indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source material does not provide descriptive detail about the firm's advisory services, client segments, fee schedules, or specific business activities, so public-facing investment mandates and service lines are not documented in the available snapshot.
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 9Joel Nunn
Senior CashierCRD 1886830

Rolando Abagat
Senior Vice PresidentCRD 1948023
Timothy Morioka
Vice PresidentCRD 2180737
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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