Shopoff Securities, Inc.
Firm details
- Headquarters
- Irvine, California
- CRD number
- 142866
- Registered since
- May 29, 2007
- Website
- www.shopoff.com
Firm profile
FINTRXOverview
Shopoff Securities, Inc. is organized as a corporation with combined domestic-entity and individual ownership. Public records classify the firm as "unclassified" and provide few specifics about its client mix, fee models, or advisory services. Available data flags the firm as not functioning as a capital allocator and not positioning itself as an ESG-active investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied information about its activities or affiliations, leaving its investment emphasis and service lines unclear from the source record.
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
Owners & executives
2 of 2William Shopoff
President, CEOCRD 1273471

Jo Merriman
Chief Operating OfficerCRD 7346895
Contacts
3 of 6
Edward Breen
Regional Vice PresidentCRD 2119699

Ivana Shumberg
PrincipalCRD 3167225

Urszula Szymanski
Compliance DirectorCRD 5238328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 18565 Jamboree Rd
- Time zone
- PT (UTC-8)
- Office locations
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