Investments for You, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Marysville, Ohio
CRD number
29257
Registered since
December 18, 1991

Firm profile

FINTRX

Overview

Investments for You, Inc. is organized as a corporation and is owned by an individual. In the available dataset the firm is classified as "Unclassified." The profile indicates it does not act as a capital allocator and is not identified as an active ESG investor. Additional attributes in the record show it is not listed as a multi-state adviser, not a newly formed adviser, not a pension consultant, and not recorded as a related adviser. The firm has not provided details about its client base, fee structure, business activities, or the specific advisory services it offers. That lack of disclosure in the source material limits what can be said about its target clients, investment approach, or operational focus.

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 8
  • Max Bingman

    Max Bingman

    FounderCRD 1079183

  • Donald Long

    Insurance AgentCRD 1308351

  • Earl Borders

    Earl Borders

    Registered RepresentativeCRD 1937281

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Marysville, OH

Union

Location

Marysville, OH

Headquartered in Marysville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Union
Address
1040 N Maple St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth