INFINITI WEALTH MANAGEMENT
Firm details
- Headquarters
- BREWSTER, New York
- CRD number
- 127216
- Registered since
- March 4, 2008
- Website
- www.iwmria.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.96%
- Individuals25.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Infiniti Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm is individually owned and focuses on serving individuals and families, with advisory work that includes comprehensive financial planning and portfolio management for both individual clients and small businesses. Its fees are charged through a mix of AUM-based percentages, hourly charges, and fixed fees. Infiniti does not market itself as an active ESG investor, is not designated as a multi-state adviser in its filings, and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds84%
- Exchange Traded Equities11%
- Cash & Cash Equivalents5%
Contacts
3 of 3GEORGE WATERS
PrincipalCRD 1344273
MICHAEL DURANTE
Certified Financial PlannerCRD 1751450
James Lubin
Investment Adviser RepresentativeCRD 1422319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$122M in ETFs
87%
$106M
12%
$16.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.6M | 54,566 | 29.25% |
Location
BREWSTER, NY
PUTNAM
Location
BREWSTER, NY
Headquartered in BREWSTER, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- PUTNAM
- Address
- 3 Starr Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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