Investments For You, Inc.

Broker-DealerFINRA MemberEst. 1991
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 and has an SEC registration dating back to 1991. The firm is owned by an individual and is listed without a specific advisory classification. Public data indicate the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided detail on its advisory activities, investment focus, target client types, or fee structure, so its investment philosophy and service model are not disclosed in available records.

Assets & Accounts

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 8
  • Susan Lykins

    Office ManagerCRD 5539584

  • Earl Borders

    Earl Borders

    Registered RepresentativeCRD 1937281

  • Max Bingman

    Max Bingman

    FounderCRD 1079183

Unlock 5 more contacts

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