Imst Distributors, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
116
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
130745
Registered since
May 13, 2004

Firm profile

FINTRX

Overview

Imst Distributors, LLC is a limited liability company that has been registered with the SEC since 2004. The firm is classified as a fund distributor rather than a capital allocator or an investment adviser; its public profile does not indicate that it manages client portfolios or provides investment advisory services. Ownership is identified as a mix of a domestic entity and an individual. The firm is not listed as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a related adviser to another registered investment adviser.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Daniel Genter

    Daniel Genter

    CEO & PresidentCRD 1330760

  • Mitul Nakum

    Mitul Nakum

    Chief Operating OfficerCRD 3187240

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Unlock 1 more executives

Contacts

3 of 112
  • Andrew King

    Andrew King

    Director Of Relationship ManagementCRD 5725883

  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Thomas Jenne

    Thomas Jenne

    ConsultantCRD 5876213

Unlock 109 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth