Infinity Financial Wealth Management LLC

RIAState Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$165K
Accounts
31
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Cash & Cash Equivalents 20%, US Government Bonds 15%, Investment Grade Corp Bonds 15%50%
  • Exchange Traded Equities50%
  • Cash & Cash Equivalents20%
  • US Government Bonds15%
  • Investment Grade Corp Bonds15%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth