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 recorded as a corporation that has been SEC-registered since 1991 and is owned by an individual. Public-facing detail about the firm's business model, advisory services, client segments, and fee structure is minimal in the available dataset. The profile indicates the firm is not a capital allocator, does not position itself as an active ESG investor, and is not registered as a multi-state adviser. It also does not appear to act as a pension consultant or a related adviser under the dataset's classifications.

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
  • Max Bingman

    Max Bingman

    FounderCRD 1079183

  • Donald Long

    Insurance AgentCRD 1308351

  • Earl Borders

    Earl Borders

    Registered RepresentativeCRD 1937281

Unlock 5 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth