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 and has been registered with the SEC since 1995. The ownership is recorded as a domestic entity and individual. FINTRX classifies the firm as "unclassified" and notes that it is not positioned as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The dataset also flags the firm as not a multi-state adviser and not newly formed.
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
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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