CHILDS INVESTMENT GROUP, INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
3

Firm details

Headquarters
ARCHBOLD, Ohio
CRD number
120123
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Childs Investment Group, Inc. is a privately owned corporate advisory entity run by an individual owner. The firm operates as both a registered representative of a broker-dealer and an insurance broker, and it provides a mix of fee-based advisory services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. The firm bills clients through a combination of hourly charges, fixed fees and other fee arrangements. It is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL CHILDS

    CEO & Investment Advisor RepresentativeCRD 2143823

Contacts

2 of 2
  • Ned Wyse

    Investment Adviser RepresentativeCRD 3082755

  • KIRK WELDY

    Investment Adviser RepresentativeCRD 5668094

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARCHBOLD, OH

FULTON

Location

ARCHBOLD, OH

Headquartered in ARCHBOLD, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
FULTON
Address
219 N Defiance St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth