Fund Investors, Inc.
Firm details
- Headquarters
- Ebensburg, Pennsylvania
- CRD number
- 20374
- Registered since
- August 21, 1987
Firm profile
FINTRXOverview
Fund Investors, Inc. is organized as a corporation and has been registered with the SEC since 1987. Ownership is held by an individual rather than a corporate parent or institutional owner, and the firm's publicly reported regulatory classification is listed as unclassified. Available records indicate the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, was not recently formed, and does not report roles as a pension consultant or as a related adviser to another registered entity. Public disclosures about the firm's clients, fee schedules, specific advisory services, investment preferences, and portfolio holdings are limited. That lack of detail constrains any deeper assessment of its target clientele or investment approach based on the sources provided.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6Thomas Criste
AdvisorCRD 2305867
Patrick Long
PresidentCRD 2901123
William Mulhearn
DirectorCRD 1911619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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