Heim, Young & Associates, Inc.
Firm details
- Headquarters
- Springfield, Missouri
- CRD number
- 38993
- Registered since
- December 21, 1995
- Website
- mabrokeragesolutions.com
Firm profile
FINTRXOverview
Heim, Young & Associates, Inc. is organized as a corporation with ownership attributed to both a domestic entity and an individual. FINTRX classifies the firm as unclassified and provides only a limited operational profile: it is not listed as a capital allocator, not an active ESG investor, and it does not hold designations such as pension consultant or related adviser. There is no public description of the firm’s advisory activities, client segments, or fee model in the FINTRX entry.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
2 of 2
Trinity Lee
Chief Compliance Officer/PrincipalCRD 5472899
Christine Cataldo
Chief Technology OfficerCRD 3042889
Contacts
3 of 22
Dena Livingston
Compliance AnalystCRD 5644832
Alexander Klein
Compliance ManagerCRD 5854663
John Bilberry
Sr. Wealth AdvisorCRD 5202276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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