Shopoff Securities, Inc.

Overview

Shopoff Securities, Inc. is organized as a corporation and has been SEC-registered since 2007. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and flags it as not acting as a capital allocator. The record also indicates the firm is not an active ESG investor, is not a multistate adviser, is not newly formed, and does not operate as a pension consultant or related adviser. Publicly available profile data for the firm is sparse: fields for business activities, advisory services, fee structure and affiliations are not populated in the FINTRX entry. That limited disclosure constrains how the firm’s client focus, service model and investment approach can be evaluated from this source alone.

Assets & Accounts

Location & Offices