Infinium Investment Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$155M

Discretionary

$155M

100% of AUM

Avg account

$387K

Accounts

401

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 149123
Registered since: March 13, 2020
Website: infiniumadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals80.51%
HNWI19.49%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Infinium Investment Advisors, LLC is an independent RIA organized as an LLC and registered with the SEC in 2020. The firm is owned by an individual and focuses on advising individuals and families, offering a mix of financial planning and portfolio management services for both personal and small-business clients. Its stated advisory capabilities include financial planning, portfolio management, selecting other advisers for clients, and publishing periodicals or newsletters. The firm operates as a capital allocator, which aligns with its use of third-party managers and fund vehicles. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Infinium is not positioned as an ESG-focused manager and is not designated as a multi-state adviser in the snapshot provided.