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 filings identify the owner type as a domestic entity and individual, and the firm is classified in the available data as "unclassified." The dataset does not disclose the firm's advisory or business activities, fee schedule, or client segments. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided records. The firm has supplied minimal public detail beyond registration and structural attributes.
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 4
Gordon Taylor
Chief Compliance OfficerCRD 2990648

Conor Ocallaghan
Chief Operating OfficerCRD 4813694

Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Contacts
3 of 26
Jason Knight
PartnerCRD 3217684

Anna Malleis
Registered RepresentativeCRD 5065243

Stefanos Taousakis
Compliance ConsultantCRD 6930896
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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