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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers portfolio management for individuals, small businesses, and business or institutional accounts. Its fee model is a percentage of assets under management and its reported discretionary footprint indicates it manages client assets on an ongoing basis. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

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

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Headquartered in , null.

Office locations

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