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 classified in public filings as a fund distributor. The firm appears to operate primarily in a distribution capacity rather than as an investment manager: it is not identified as a capital allocator, it is not listed as an active ESG investor, and it is not reported as a multi-state investment adviser or pension consultant. The entity is recorded with an SEC registration year of 2024 and is described as having a domestic entity and individual ownership structure. Publicly available details on the firm’s client base, fee arrangements, business activities and advisory services are sparse in the source material. The available disclosures focus on corporate classification and regulatory status rather than on investment management, product lineup, or advisory relationships.

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
  • Katherina Kogan-Attila

    Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

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