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VerifiedFinancial Services· Founded 1998

Shareholders Service Group

SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.

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HeadquartersSan Diego, United StatesEmployees23(11 to 50)Annual revenue$1B+Founded year1998Websitessginstitutional.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

no listings

Distinct roles

14

indexed titles

Tech stack

0

tools in use

Monthly traffic

533

organic / mo

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15 contacts with verified email or phone · masked until revealed.

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Top roles at Shareholders Service Group

14 distinct titles indexed · top 10 shown.

  • 1account services representative
  • 1advisor services
  • 1associate
  • 1business manager marketing, planning, web design, admin microsoft office
  • 1equity and fixed income specialist
  • 1evp, marketing
  • 1evp, sales & marketing
  • 1financial advisor services
  • 1institutional brokerage operations associate
  • 1project engineer
  • +4more titles

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