Vigilant Distributors, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
90
Avg account
$0

Firm details

Headquarters
Chadds Ford, Pennsylvania
CRD number
285573
Registered since
May 15, 2017

Firm profile

FINTRX

Overview

Vigilant Distributors, LLC is a limited liability company formed in 2017 that operates as a fund distributor rather than an investment manager. The firm is registered with the SEC and is structured with both a domestic-entity and individual ownership designation in the source record. Its regulatory profile indicates it does not function as a capital allocator or as a multi-state investment adviser, and it is not identified as an active ESG investor. The record does not list advisory or managed-account activities; the firm’s classification and the negative flags for capital allocation and multi-state advisory activity indicate its primary role is distribution and placement of funds rather than providing discretionary portfolio management or institutional capital allocation services.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • William Costin

    William Costin

    Founder & CEOCRD 4495453

  • Eric Biegeleisen

    Eric Biegeleisen

    Partner & Deputy CioCRD 5561113

  • Brendan Lake

    Brendan Lake

    Founder & CEOCRD 2486049

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Contacts

3 of 83
  • Neil Adams

    Neil Adams

    Vice President, Institutional SalesCRD 5797685

  • Monica Chandra

    Monica Chandra

    Managing Partner, PresidentCRD 4371882

  • Clayton Saltijeral

    Clayton Saltijeral

    Vice President, Regional DirectorCRD 4157556

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chadds Ford, PA

Delaware

Location

Chadds Ford, PA

Headquartered in Chadds Ford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
Gtwy Corporate Ctr Suite 216 Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth