Fund Investors, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Ebensburg, Pennsylvania
CRD number
20374
Registered since
August 21, 1987

Firm profile

FINTRX

Overview

Fund Investors, Inc. is organized as a corporation and is listed as an SEC-registered adviser since 1987. Ownership is recorded as an individual owner and the firm's classification is listed as unclassified. The firm is not identified as a capital allocator and is not designated as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser. The snapshot provided does not include a description of advisory activities, client segments, or fee arrangements, so the firm's business focus and service model are not detailed in the available profile.

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 6
  • Thomas Criste

    AdvisorCRD 2305867

  • Patrick Long

    PresidentCRD 2901123

  • William Mulhearn

    DirectorCRD 1911619

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ebensburg, PA

Cambria

Location

Ebensburg, PA

Headquartered in Ebensburg, PA, anchoring the Johnstown-Somerset, PA metro in the Northeast.

Metro area
Johnstown-Somerset, PA
Region
Northeast
County
Cambria
Address
510 E High St
Time zone
ET (UTC-5)
Office locations

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