Infinity Financial Wealth Management LLC
Firm details
- Headquarters
- Norcross, Georgia
- CRD number
- 337858
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Infinity Financial Wealth Management LLC is a small, independent RIA organized as an LLC and based in Georgia. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its owner-type is listed as an individual and the firm also performs accounting services; it maintains an industry affiliation with an insurance company. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, which supports flexible engagements for clients with varying needs. The firm is not positioned as an institutional capital allocator and does not identify as an active ESG investor or 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 Equities50%
- Cash & Cash Equivalents20%
- US Government Bonds15%
- Investment Grade Corp Bonds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Norcross, GA
Gwinnett
Location
Norcross, GA
Headquartered in Norcross, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 5051 Peachtree Corners Cir
- Time zone
- ET (UTC-5)
- Office locations
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