Heim, Young & Associates, Inc.
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 38993
- Registered since
- December 21, 1995
- Website
- mabrokeragesolutions.com
Firm profile
FINTRXOverview
Heim, Young & Associates, Inc. is organized as a corporation and has been SEC-registered since 1995. FINTRX classifies its ownership as a combination of a domestic entity and individual ownership. The dataset does not assign it to one of the common advisory classifications; it appears as unclassified in the available records. The firm's public profile in FINTRX is sparse on investment process and client-service detail. Recorded attributes show it is not identified as a capital allocator, does not self-report as an active ESG investor, and is not listed as a multi-state adviser. It is also not marked as a newly formed adviser, pension consultant, or related adviser in the FINTRX snapshot.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Trinity Lee
Chief Compliance Officer/PrincipalCRD 5472899

Christine Cataldo
Chief Technology OfficerCRD 3042889
Contacts
3 of 22
Brittany Dorian
Registered RepresentativeCRD 6351247

Bryan Pirosko
Registered RepresentativeCRD 4677482

John Bilberry
Sr. Wealth AdvisorCRD 5202276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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