Wilton Re Distributors LLC
Firm details
- Headquarters
- Cedar Rapids, Iowa
- CRD number
- 326493
- Registered since
- August 22, 2024
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Barbara Scoles
CEOCRD 3267451
Contacts
3 of 3
David Brant
FinOpCRD 2718478
Karen Carpenter
CCOCRD 4125749

Katherina Kogan-Attila
Registered RepresentativeCRD 7848466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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