INFINIUM INVESTMENT ADVISORS, LLC
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
- Individuals82.02%
- HNWI17.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities29%
- Cash & Cash Equivalents1%
Contacts
2 of 2KURT LEENEY
Portfolio ManagerCRD 6217667
MARK STAROSCIAK
Founder & Managing PartnerCRD 4018163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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