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Shareholders Service Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Shareholders Service Group is a financial services firm that provides specialized custodial and related services to independent registered investment advisors. Its offerings are targeted at independent RIAs across the United States, with a focus on serving affluent clients while prioritizing customer service in brokerage and custodial platforms. Based in San Diego, California, the company emphasizes a management team with a track record in building and managing custody and brokerage solutions. The organization positions itself within the financial services ecosystem as a provider of dedicated, high-quality support for RIAs, differentiating itself through a service-oriented approach rather than broad retail financial products.

Find Shareholders Service Group employees' phone numbers or email addresses

Shareholders Service Group Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Asia
1

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  • Pakistan
    1

Shareholders Service Group's Leadership

  • Stylized image of a person
    L. K.
    Director Of Marketing
    Mobile Phone
  • Stylized image of a person
    S. S.
    Manager - Technology And Product Support
    Mobile Phone
  • Stylized image of a person
    B. M.
    Treasurer
    Mobile Phone

Shareholders Service Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Arts & Design
  • Program & Project Management
  • Accounting
  • Other

Contact profiles from Shareholders Service Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. K.
    Director Of Marketing
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. S.
    Manager - Technology And Product Support
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. M.
    Treasurer
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Shareholders Service Group known for?

Minus sign iconPlus sign iconShareholders Service Group was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-858-530-****
. Explore Shareholders Service Group's company overview page for more information.

What is Shareholders Service Group's most common email format?

Minus sign iconPlus sign iconShareholders Service Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shareholders Service Group email formats with LeadIQ.

How many employees does Shareholders Service Group have currently?

Minus sign iconPlus sign iconShareholders Service Group has approximately 24 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Shareholders Service Group's key employees and leadership?

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As of August 2026, Shareholders Service Group's key employees include:

  • Director Of Marketing: L. K.
  • Manager - Technology And Product Support: S. S.
  • Treasurer: B. M.

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