Security Distributors

Broker-DealerFINRA MemberEst. 1962
Total AUM
—
Advisory reps
97
Avg account
$0

Firm details

Headquarters
Topeka, Kansas
CRD number
3336
Registered since
June 17, 1962

Firm profile

FINTRX

Overview

Security Distributors is organized as a limited liability company and has been SEC-registered since 1962. It is classified as a fund distributor rather than a traditional registered investment adviser or asset allocator. Ownership is listed as a mix of a domestic entity and an individual. The entity does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser, and it is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1
  • Mathaison Taylor

    Business Development CoordinatorCRD 4646722

Contacts

3 of 96
  • Brandon Moser

    Brandon Moser

    Internal Sales ConsultantCRD 6725133

  • Donald Wiley

    Donald Wiley

    Vice President, SalesCRD 1132196

  • Michael Maghini

    Michael Maghini

    Registered RepresentativeCRD 1239692

Unlock 93 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$95.3M in ETFs

Passive

24%

$22.9M

Active

76%

$72.4M

ETFProviderStyleCategoryValueShares% of portfolio
ELDRIDGE BBB-B CLO ETF (CLOZ)ActiveBank Loan$42.9M1,625,57645.08%

Location

Primary office

Topeka, KS

Shawnee

Location

Topeka, KS

Headquartered in Topeka, KS, in the Midwest of the United States.

Region
Midwest
County
Shawnee
Address
1 Sw Security Benefit Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth