Imst Distributors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
115
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
130745
Registered since
May 13, 2004

Firm profile

FINTRX

Overview

Imst Distributors, LLC is organized as a limited liability company and is identified in the dataset as a fund distributor. The ownership is listed as a combination of a domestic entity and an individual, and the firm’s profile points toward distribution and intermediary activity rather than serving as a discretionary capital allocator or investment manager. The snapshot flags several operational characteristics: the firm is not recorded as a capital allocator, is not an active ESG investor, and is not classified as a multi-state adviser, pension consultant, or related adviser. The source does not list client segmentation, fee schedules, product shelf detail, or specific advisory services, so further inquiry would be required to map its distribution channels, the types of funds it distributes, and the intermediaries or retail/wholesale relationships it maintains.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Daniel Genter

    Daniel Genter

    CEO & PresidentCRD 1330760

  • Mitul Nakum

    Mitul Nakum

    Chief Operating OfficerCRD 3187240

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

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Contacts

3 of 111
  • Andrew King

    Andrew King

    Director Of Relationship ManagementCRD 5725883

  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Thomas Jenne

    Thomas Jenne

    ConsultantCRD 5876213

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth