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
1219 W. Main Cross St., Suite 205, Findlay, OH 45840
http://www.infreshwealth.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Infresh, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Harpst, financial advisor Findlay OH
James M. Harpst
CRD#: 5771748
1219 W. Main Cross St., Suite 205, Findlay, OH 45840

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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