Infinity Wealthcare, LLC

RIASEC Registered
Total AUM
$21M
Discretionary
$16.6M
79% of AUM
Avg account
$361K
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
300622
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI87.51%
  • Individuals12.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Infinity Wealthcare, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm identifies itself as a capital allocator and offers a mix of fee arrangements — percentage-of-AUM, hourly, fixed fees and performance-based fees — across its client relationships. Its stated services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, pension consulting, market-timing services and educational seminars/workshops. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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 59%, US Government Bonds 40%, Derivatives 2%, Cash & Cash Equivalents 1%59%
  • Exchange Traded Equities59%
  • US Government Bonds40%
  • Derivatives2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Sanjay Puri

    Financial AdvisorCRD 7070869

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth