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 registered with the SEC as of 2024 and organized as a limited liability company. The firm is classified in FINTRX as a fund distributor rather than an asset manager or capital allocator. Ownership is listed as a mix of a domestic entity and an individual. The record indicates the firm is not positioned as an ESG-active investor, is not a multi-state adviser, and is not identified as a pension consultant or a related adviser. No details on advisory activities, fee schedules, or specific business lines were provided in the source record.

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

Owners & executives

1 of 1
  • Barbara Scoles

    CEOCRD 3267451

Contacts

3 of 3
  • David Brant

    David Brant

    FinOpCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

  • Katherina Kogan-Attila

    Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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