Walton Re Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
172024
Registered since
February 27, 2015

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 10
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Leonard Barenboim

    Leonard Barenboim

    CCOCRD 1523181

  • Kathleen Hubbard

    Kathleen Hubbard

    SVP of Capital MarketsCRD 5564316

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth