SMEAD FUNDS DISTRIBUTORS, LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 173734
- Registered since
- May 15, 2015
- Website
- www.vontobel.com
Firm profile
FINTRXOverview
Smead Funds Distributors, LLC is organized as a limited liability company and has been SEC-registered since 2015. Public profile data classifies the entity as unclassified and lists ownership as a combination of a domestic entity and an individual. The record flags the firm as not a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
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
3 of 3Conor OCallaghan
Chief Operating OfficerCRD 4813694
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 25JASON KNIGHT
PartnerCRD 3217684
ANNA MALLEIS
Registered RepresentativeCRD 5065243
CALEB STERNBERG
Associate, SalesCRD 8068765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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