Walton Re Securities, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 172024
- Registered since
- February 27, 2015
Firm profile
FINTRXOverview
Walton Re Securities, LLC is organized as a limited liability company and has been SEC-registered since 2015. Ownership is recorded as a combination of a foreign entity and an individual. Regulatory data classifies the firm as "Unclassified" rather than assigning it to a common adviser subtype. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Other descriptive fields for client base, fee structure, business activities and advisory activities are not populated in the source dataset.
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
Contacts
3 of 12
Kenneth George
FinOpCRD 2643369

Leonard Barenboim
CCOCRD 1523181

Kathleen Hubbard
SVP of Capital MarketsCRD 5564316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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