Infinity Financial Wealth Management LLC

Overview

Infinity Financial Wealth Management LLC is an independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its fee arrangements include a percentage-of-assets model and hourly charges. The firm lists accounting as a primary business activity and maintains an industry affiliation with an insurance company. Infinity does not describe itself as an active ESG investor, is not positioned as a multi-state adviser, and does not identify as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives