Wilton Re Distributors LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Cedar Rapids, Iowa
CRD number
326493
Registered since
August 22, 2024

Firm profile

FINTRX

Overview

Wilton Re Distributors LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified as a fund distributor rather than a traditional asset manager or investment adviser, and its ownership is listed as a combination of a domestic entity and an individual. Documentation indicates Wilton Re Distributors does not act as a capital allocator and is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm also does not identify itself as an active ESG investor. The available profile contains no listed advisory activities or client segments, which is consistent with an entity focused on fund distribution rather than portfolio management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Barbara Scoles

    CEOCRD 3267451

Contacts

3 of 3
  • David Brant

    David Brant

    FinOpCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

  • Katherina Kogan-Attila

    Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

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

Cedar Rapids, IA

Linn

Location

Cedar Rapids, IA

Headquartered in Cedar Rapids, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.

Metro area
Cedar Rapids-Iowa City, IA
Region
Midwest
County
Linn
Address
4840 N River Blvd Ne
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth