Security Distributors
Firm details
- Headquarters
- Topeka, Kansas
- CRD number
- 3336
- Registered since
- June 17, 1962
Firm profile
FINTRXOverview
Security Distributors is a limited liability company that registers with the SEC and has been on file since 1962. The entity is classified as a fund distributor rather than an investment manager or allocator; its ownership structure includes both a domestic corporate entity and an individual. The firm does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Mathaison Taylor
Business Development CoordinatorCRD 4646722
Contacts
3 of 97Adam Windholz
Service ManagerCRD 5275653
Rhonda Wallace
Account Services RepresentativeCRD 4906795
Earl Witham
AnalystCRD 8150482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$95.3M in ETFs
24%
$22.9M
76%
$72.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ELDRIDGE BBB-B CLO ETF (CLOZ) | Active | Bank Loan | $42.9M | 1,625,576 | 45.08% |
Location
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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