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CRD#: 169544
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

US CAPITAL GLOBAL SECURITIES, LLC is located at 1 Ferry Building Suite 201, San Francisco, CA 94111 and was first established at San Francisco, California in 11/04/2016. After operating for 9 years, US CAPITAL GLOBAL SECURITIES, 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 US CAPITAL GLOBAL SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. US CAPITAL GLOBAL SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at US CAPITAL GLOBAL SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 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 US CAPITAL GLOBAL SECURITIES, 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 US CAPITAL GLOBAL SECURITIES, 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.

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Where the Statistical Data for US CAPITAL GLOBAL SECURITIES, LLC Comes From

Understanding the Statistics for US CAPITAL GLOBAL SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1 Ferry Building Suite 201, San Francisco, CA 94111
Mailing Address
1 Ferry Building Suite 201, San Francisco, CA 94111
Firm Size
Small
Phone Number
(415) 889-1010
Established
California since 11/04/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
US CAPITAL HOLDING CORPORATIONOWNER
SMITH, EDWARD MERRILLFINOP, COMPLIANCE3143679
TOWLE, CHARLES VISHWAMBHARAPARTNER6268043
VASHISTH, PANKAJCHIEF COMPLIANCE OFFICER & CEO5196844
VILLARREAL, FRANK AURELIOINVESTMENTS & COMPLIANCE2035036

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at US CAPITAL GLOBAL SECURITIES, LLC

FV

Frank Aurelio Villarreal

IAR
RR
CRD#: 2035036
Location:
San Francisco, CA 94111
Company:
US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
35 years
View Profile
AK

Ara Alexander Kachadourian

Ara Arakachadourian, Ara A Kachadourian, Ara Kachadourian
IAR
RR
CRD#: 4499884
Location:
San Francisco, CA 94111
Company:
US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
15 years
View Profile
JC

John Jader Chamorro

John Chamorro
IAR
RR
CRD#: 7313345
Location:
Hopewell Jct, NY
Company:
US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
5 years
View Profile
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