Infinitespring

RIASEC Registered
Total AUM
$187K
Discretionary
$187K
100% of AUM
Avg account
$37.5K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328456
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Infinitespring is a small, individual-owned limited liability company that provides advisory services to individuals and families. Its stated advisory activities focus on portfolio management for individuals/small businesses and for businesses or institutions. The firm charges fees as a percentage of assets under management and operates without a multi-state registration or an ESG investing orientation. Filings identify it as unclassified and not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 35%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents35%

Contacts

1 of 1
  • Yunfei Zhou

    Yunfei Zhou

    Investment AdviserCRD 7810560

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth