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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Contacts
1 of 1Yunfei Zhou
Investment AdviserCRD 7810560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations