INFINITY 8 INVESTMENTS, LLC
Firm details
- Headquarters
- CUPERTINO, California
- CRD number
- 152180
- Website
- infinity8investments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.19%
- Individuals6.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Infinity 8 Investments, LLC 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 operates as a capital allocator, combining portfolio management and financial planning with the selection of third‑party managers. Its billing mixes AUM‑based fees with fixed fees. Advisory services include financial planning, portfolio management for individuals and small businesses, management for institutional or business clients, and manager‑of‑managers duties. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser.
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
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- US Government Bonds11%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
Contacts
1 of 1SEAN AKIYAMA
Investment AdviserCRD 2425895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CUPERTINO, CA
SANTA CLARA
Location
CUPERTINO, CA
Headquartered in CUPERTINO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 10080 N Wolfe Rd
- Time zone
- PT (UTC-8)
- Office locations
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