INFINIUM INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$152M
Discretionary
$152M
100% of AUM
Avg account
$380K
Accounts
401
Employees
2
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
149123
Registered since
March 13, 2020
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals82.02%
  • HNWI17.98%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Infinium Investment Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm works primarily with individual and family clients and positions itself as a capital allocator that both manages portfolios and hires third‑party managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publication of periodic newsletters or investment commentary. Infinium does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 69%, Exchange Traded Equities 29%, Cash & Cash Equivalents 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • KURT LEENEY

    Portfolio ManagerCRD 6217667

  • MARK STAROSCIAK

    Founder & Managing PartnerCRD 4018163

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
50 S Steele St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth