Infinitespring
Firm details
- Headquarters
- ,
- CRD number
- 328456
- Website
- www.infinitespringamc.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Infinitespring is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers portfolio management for individuals, small businesses, and business or institutional accounts. Its fee model is a percentage of assets under management and its reported discretionary footprint indicates it manages client assets on an ongoing basis. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Contacts
1 of 1Yunfei Zhou
Investment AdviserCRD 7810560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations