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 listed as having registered with the SEC in 2024. FINTRX identifies the ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified" within its taxonomy. The dataset flags a number of negative designations: the firm is not characterized as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not provide details on the company's fee model, client types, or specific advisory and business activities.

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

Owners & executives

1 of 1
  • Barbara Scoles

    CEOCRD 3267451

Contacts

3 of 3
  • Katherina Kogan-Attila

    Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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