Investments for You, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Marysville, Ohio
CRD number
29257
Registered since
December 18, 1991

Firm profile

FINTRX

Overview

Investments for You, Inc. is organized as a corporation with individual ownership. Public filings provide very limited detail about the firm's business model: there are no disclosed descriptions of client segments, fee schedules, or advisory activities. The firm is not positioned as a capital allocator, does not report active ESG investing, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. The available classification for the firm is listed as "unclassified."

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth