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FIRM PROFILE
Overview
SHAREHOLDERS SERVICE GROUP, LLC is located at 9845 Erma Road Ste 312, San Diego, CA 92131 and was first established at Los Angeles, California in 09/30/2002. After operating for 23 years, SHAREHOLDERS SERVICE GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SHAREHOLDERS SERVICE GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SHAREHOLDERS SERVICE GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SHAREHOLDERS SERVICE GROUP, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 1 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SHAREHOLDERS SERVICE GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SHAREHOLDERS SERVICE GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SHAREHOLDERS SERVICE GROUP, LLC Comes From
Understanding the Statistics for SHAREHOLDERS SERVICE GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
9845 Erma Road Ste 312, San Diego, CA 92131
9845 Erma Road Ste 312, San Diego, CA 92131
Small
(858) 530-1031
California since 09/30/2002
Limited Liability Company
December
FIRM DOCUMENTS
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Advisor's working at SHAREHOLDERS SERVICE GROUP, LLC
Joel Kenneth Nunn
Rolando Bayani Abagat
Timothy John Morioka
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