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 has been registered with the SEC since 1987. The firm is listed as being individually owned and is classed as unclassified in the snapshot data. Public filings identify it as not acting as a capital allocator and note it is not an active ESG investor. The record also indicates the adviser does not operate as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. Available filings offer very limited detail about the firm’s business model, client segments, fee arrangements, investment approach, or external affiliations. There is no descriptive material in the source data about investment preferences, target markets, or advisory activities.

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
  • Robert Long

    ManagerCRD 2043588

  • Vincent Rzasa

    CRD 2172304

  • Larry Pearce

    Investment ProfessionalCRD 2106401

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth