Walton Re Securities, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
172024
Registered since
February 27, 2015

Firm profile

FINTRX

Overview

Walton Re Securities, LLC is organized as a limited liability company and is listed as SEC-registered in 2015. Ownership is recorded as a combination of a foreign entity and an individual. In the available snapshot the firm is classified as "Unclassified" and is not identified as a capital allocator. The firm's profile flags show it is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. Public-facing details about its advisory activities, client focus, or investment strategy are not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • Gabrielle Woodworth

    Gabrielle Woodworth

    Internal Sales AssociateCRD 7836173

  • Matthew Keister

    Matthew Keister

    Senior Vice PresidentCRD 5378330

  • Lam Fong Nip

    Vice PresidentCRD 7841421

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
8800 N Gainey Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth