Walton Re Securities, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 172024
- Registered since
- February 27, 2015
Firm profile
FINTRXOverview
Walton Re Securities, LLC is organized as a limited liability company with a mixed ownership structure that includes a foreign entity and an individual owner. The firm is listed as "Unclassified" in the snapshot data and reports a limited set of public disclosures about its business activities and advisory operations. The snapshot indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Several typical profile fields — including fee structure, core business activities, client base, and advisory services — are not provided in the available data.
Assets & Accounts
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
Contacts
3 of 10
Kenneth George
FinOpCRD 2643369

Leonard Barenboim
CCOCRD 1523181

Kathleen Hubbard
SVP of Capital MarketsCRD 5564316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8800 N Gainey Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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