Infresh, Inc.
Infresh, Inc. (CRD# 156316) is a financial advisory firm headquartered in Findlay, OH. They manage $50,000,000 in 350 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management50MILLION
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$142,857
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Infresh, Inc.
1
James Harpst (CRD# 5771748) is an Investment Advisor Representative working at Infresh, Inc. in Findlay, OH and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.