Walton Re Securities, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
12
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

  • Kathleen Hubbard

    Kathleen Hubbard

    SVP of Capital MarketsCRD 5564316

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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