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 a limited liability company that registered with the SEC in 2015. The firm lists ownership as a combination of a foreign entity and an individual. It is categorized as unclassified in the available record and does not identify itself as a capital allocator. The firm also reports that it is not an active ESG investor and is not registered as a multi-state adviser.
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
Contacts
3 of 14Gabrielle Woodworth
Internal Sales AssociateCRD 7836173
MATTHEW KEISTER
Senior Vice PresidentCRD 5378330
Lam Fong Nip
Vice PresidentCRD 7841421
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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