Imst Distributors, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
114
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Imst Distributors, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified as a fund distributor rather than a capital allocator or investment manager; it does not self-identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Ownership is listed as a combination of a domestic entity and an individual. Several typical adviser fields (client base, fee structure, and advisory activities) are not populated in the available data.

Assets & Accounts

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

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Contacts

3 of 110
  • Andrew King

    Andrew King

    Director Of Relationship ManagementCRD 5725883

  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Thomas Jenne

    Thomas Jenne

    ConsultantCRD 5876213

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth