Best Life Infinity, LLC

RIASEC RegisteredEst. 2022
Total AUM
$48.2M
Discretionary
$48.2M
100% of AUM
Avg account
$296K
Accounts
163
Employees
8
Advisory reps
6

Firm details

Headquarters
Colorado Springs, Colorado
CRD number
319232
Registered since
July 15, 2022
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals70.75%
  • HNWI29.25%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Best Life Infinity, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and is structured under individual ownership. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It charges a mix of fee structures — percentage of assets under management, hourly fees, fixed fees, and performance-based fees — and operates across multiple states. The firm does not identify as an active ESG investor and does not act as a capital allocator to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Derivatives 29%, Cash & Cash Equivalents 29%42%
  • Exchange Traded Equities42%
  • Derivatives29%
  • Cash & Cash Equivalents29%

Owners & executives

1 of 1
  • Eric Jackson

    CEOCRD 4800296

Contacts

3 of 5
  • Gavin Ganzkow

    Gavin Ganzkow

    Investment Advisor RepresentativeCRD 6243072

  • Magan Zavislak

    Investment Advisor RepresentativeCRD 6370908

  • Roger Nicholls

    Roger Nicholls

    Investment Advisor RepresentativeCRD 1832447

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Colorado Springs, CO

El Paso

Location

Colorado Springs, CO

Headquartered in Colorado Springs, CO, in the West of the United States.

Region
West
County
El Paso
Address
1755 Telstar Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth