INVESTMENTS FOR YOU, INC.
Firm details
- Headquarters
- MARYSVILLE, Ohio
- CRD number
- 29257
- Registered since
- December 18, 1991
- Website
- investmentsforyouinc.com
Firm profile
FINTRXOverview
Investments For You, Inc. is a corporation that has been SEC-registered since 1991 and is owned by an individual. FINTRX classifies the firm as unclassified and records that it is not a capital allocator. The database also indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. The profile contains little detail about the firm's client base, advisory activities, fee structure or business lines; those fields were not populated in the source data. That lack of disclosure limits what can be said about the firm’s investment mandate, client segments, or how it sources and manages portfolios.
Assets & Accounts
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
Contacts
3 of 8SUSAN LYKINS
Office ManagerCRD 5539584
EARL BORDERS
Registered RepresentativeCRD 1937281
MAX BINGMAN
FounderCRD 1079183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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