Heim, Young & Associates, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Springfield, Missouri
CRD number
38993
Registered since
December 21, 1995

Firm profile

FINTRX

Overview

Heim, Young & Associates, Inc. is organized as a corporation and has been SEC-registered since 1995. The firm's ownership is recorded as a combination of a domestic entity and individual ownership. The snapshot classifies the firm as unclassified and indicates it does not operate as a capital allocator. Heim, Young & Associates is not identified as an active ESG investor, not designated a pension consultant, and is not listed as a related adviser. The firm did not supply descriptive details on its advisory activities, client segments, fee structure or specific business lines in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Trinity Lee

    Trinity Lee

    Chief Compliance Officer/PrincipalCRD 5472899

  • Christine Cataldo

    Christine Cataldo

    Chief Technology OfficerCRD 3042889

Contacts

3 of 21
  • Brittany Dorian

    Brittany Dorian

    Registered RepresentativeCRD 6351247

  • Bryan Pirosko

    Bryan Pirosko

    Registered RepresentativeCRD 4677482

  • John Bilberry

    John Bilberry

    Sr. Wealth AdvisorCRD 5202276

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

Springfield, MO

Greene

Location

Springfield, MO

Headquartered in Springfield, MO, in the Midwest of the United States.

Region
Midwest
County
Greene
Address
1256 E Kingsley St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth