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SSG is a Great Partner

Teamwork is critical to delivering the best decisions and most [...]

By Holly Goode|February 14th, 2020|

Provides Top-Notch Support

From start-up to crossing the $200 million mark, SSG has [...]

By Holly Goode|February 13th, 2020|

Used SSG for Over 10 Years!

My firm has had the pleasure of working with SSG [...]

By Holly Goode|February 13th, 2020|

SSG Has Been There Since Day One

My firm is committed to providing personalized wealth management and [...]

By Holly Goode|February 13th, 2020|

RIA that Opened a New Firm

I am very pleased that I found SSG when I [...]

By Holly Goode|December 6th, 2019|

RIA Who Transitioned from a Broker/Dealer

The team at Shareholders Service Group provides exceptional service. They [...]

By Holly Goode|December 6th, 2019|

Advisor Commenting on 2013 SSG Conference

Overall, working with SSG has been an absolutely fantastic experience [...]

By Holly Goode|December 6th, 2019|

A NAPFA Member New to SSG

I have been doing business with SSG since 2013 and [...]

By Holly Goode|December 6th, 2019|

About SSG

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.

Contact Us

9845 Erma Road, Suite 312
San Diego, CA 92131

Phone: (800) 380.7370 or (858) 530.1031
Fax: (858) 530.1820
Email: info@ssginstitutional.com

Customer Relationship Summary

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