WILTON RE DISTRIBUTORS LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
CEDAR RAPIDS, Iowa
CRD number
326493
Registered since
August 22, 2024

Firm profile

FINTRX

Overview

Wilton Re Distributors LLC is organized as a limited liability company and is registered with the SEC as of 2024. Ownership is listed as a mix of a domestic entity and an individual. The firm appears in FINTRX with an "unclassified" designation rather than a standard advisory subtype. Available filings and the FINTRX snapshot provide very limited operational detail. The record indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, related adviser, or pension consultant. FINTRX does not disclose the firm's advisory activities, client types, fee model, or other business lines.

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

1 of 1
  • Barbara Scoles

    CEOCRD 3267451

Contacts

3 of 3
  • Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

  • David Brant

    FinOpCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CEDAR RAPIDS, IA

LINN

Location

CEDAR RAPIDS, IA

Headquartered in CEDAR RAPIDS, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.

Metro area
Cedar Rapids-Iowa City, IA
Region
Midwest
County
LINN
Address
4840 N River Blvd NE
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth