Investments For You, Inc.

Broker-DealerFINRA MemberEst. 1991
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 has been registered with the SEC since 1991. Ownership is held by an individual rather than an institutional owner, and the firm is categorized as unclassified in the available records. Publicly available entries indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It also is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm’s public profile contains very limited operational detail. There is no descriptive material in the record about its business activities, advisory services, client segments, or fee arrangements, so its service model and target clientele are not identifiable from the disclosed data.

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 8
  • Susan Lykins

    Office ManagerCRD 5539584

  • Earl Borders

    Earl Borders

    Registered RepresentativeCRD 1937281

  • Max Bingman

    Max Bingman

    FounderCRD 1079183

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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