Security Distributors

Broker-DealerFINRA MemberEst. 1962
Total AUM
Advisory reps
98
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Security Distributors LLC is registered with the SEC (registration year 1962) and operates as a fund distributor rather than a traditional investment manager or capital allocator. It is organized as a limited liability company with ownership described as a domestic entity and individual. FINTRX notes the firm is not an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. No advisory fee schedules or client-service descriptions were provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

1 of 1
  • Mathaison Taylor

    Business Development CoordinatorCRD 4646722

Contacts

3 of 97
  • Brandon Moser

    Brandon Moser

    Internal Sales ConsultantCRD 6725133

  • Donald Wiley

    Donald Wiley

    Vice President, SalesCRD 1132196

  • Michael Maghini

    Michael Maghini

    Registered RepresentativeCRD 1239692

Unlock 94 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