Fund Investors, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Ebensburg, Pennsylvania
CRD number
20374
Registered since
August 21, 1987

Firm profile

FINTRX

Overview

Fund Investors, Inc. is organized as a corporation and has been registered with the SEC since 1987. Ownership is held by an individual rather than a corporate parent or institutional owner, and the firm's publicly reported regulatory classification is listed as unclassified. Available records indicate the firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, was not recently formed, and does not report roles as a pension consultant or as a related adviser to another registered entity. Public disclosures about the firm's clients, fee schedules, specific advisory services, investment preferences, and portfolio holdings are limited. That lack of detail constrains any deeper assessment of its target clientele or investment approach based on the sources provided.

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 6
  • Thomas Criste

    AdvisorCRD 2305867

  • Patrick Long

    PresidentCRD 2901123

  • William Mulhearn

    DirectorCRD 1911619

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ebensburg, PA

Cambria

Location

Ebensburg, PA

Headquartered in Ebensburg, PA, anchoring the Johnstown-Somerset, PA metro in the Northeast.

Metro area
Johnstown-Somerset, PA
Region
Northeast
County
Cambria
Address
510 E High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth