CRD: 156316
Infresh, Inc.
Findlay, OH, 45840
4194340838
$62.4M Total AUM
$62.4M Disc. AUM
-- 3Y CAGR
2 Employees
122 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2011
- Office Locations
- 1
Office Locations
1219 W. Main Cross St. Suite 205 Findlay OH
About Infresh, Inc.
Infresh, Inc. is a Findlay-based RIA. The firm has been operating for 15 years. Managing $62.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
36 AVG AGE
$62.4M AVG AUM / ADVISOR
$511.5K AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pioneer North catalyst
Investment Themes
Harbor
Investment Vehicles
Eagle
Services
Frontier Bridge Glacier delta Momentum peak
Owner & Executives
J
JAMES MICHAEL HARPST
Chief Compliance Officer, Founder, President
- CRD
- #5771748
- Ownership
- 75% or more
(790) 768-9127
capital.catalyst@oakcapital.com
in linkedin.com/in/zenith-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,400,000
Equity - Exchange:
47.7% Public Funds:
25.1% Cash:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,148,610,273 | 47.7% |
| Public Funds | $2,183,021,338 | 25.1% |
| Cash | $2,365,664,558 | 27.2% |
| Total | $8,697,296,169 | 100.0% |