Heim, Young & Associates, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Springfield, Missouri
CRD number
38993
Registered since
December 21, 1995

Firm profile

FINTRX

Overview

Heim, Young & Associates, Inc. is organized as a corporation and has been SEC-registered since 1995. The firm's ownership is listed as a mix of a domestic entity and an individual, and it appears in the dataset without a more specific advisory classification. FINTRX notes several negative flags: the firm is not identified as a capital allocator, does not report active ESG investing, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. Public disclosures in the source material are limited; the record does not provide a narrative of the firm's service model, target clients, or specific advisory activities.

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

Owners & executives

2 of 2
  • Trinity Lee

    Trinity Lee

    Chief Compliance Officer/PrincipalCRD 5472899

  • Christine Cataldo

    Christine Cataldo

    Chief Technology OfficerCRD 3042889

Contacts

3 of 21
  • Brittany Dorian

    Brittany Dorian

    Registered RepresentativeCRD 6351247

  • Bryan Pirosko

    Bryan Pirosko

    Registered RepresentativeCRD 4677482

  • John Bilberry

    John Bilberry

    Sr. Wealth AdvisorCRD 5202276

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Springfield, MO

Greene

Location

Springfield, MO

Headquartered in Springfield, MO, in the Midwest of the United States.

Region
Midwest
County
Greene
Address
1256 E Kingsley St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth