Imst Distributors, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
117
Avg account
$0

Firm details

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

Firm profile

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Overview

Imst Distributors, LLC is organized as a limited liability company and is registered with the SEC since 2004. The firm is listed in the database as owned by a domestic entity and individuals and is classified as "Unclassified." Available records flag Imst Distributors as not being a capital allocator and not an active ESG investor. The entry also indicates the firm is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Public filings and the snapshot provided contain very little detail about the company's advisory activities, client segments, fee arrangements, or investment strategy. The absence of descriptive information in those fields makes it difficult to characterize how the firm positions itself in the market or how it sources and manages client assets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Stephen Connors

    Stephen Connors

    Chief Financial OfficerCRD 7418153

  • Daniel Genter

    Daniel Genter

    CEO & PresidentCRD 1330760

  • Mitul Nakum

    Mitul Nakum

    Chief Operating OfficerCRD 3187240

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Contacts

3 of 112
  • Sevan Sakayan

    Sevan Sakayan

    Registered RepresentativeCRD 4042029

  • Jason Knight

    Jason Knight

    PartnerCRD 3217684

  • Matthew Crowe

    Registered RepresentativeCRD 6836437

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Wealth teams

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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