INFINITY TAX & FINANCIAL PLANNING
Firm details
- Headquarters
- HUNTSVILLE, Alabama
- CRD number
- 332590
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.88%
- Individuals49.04%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Infinity Tax & Financial Planning is an independent limited liability advisory firm that serves individual and family clients as well as institutional accounts. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, offers adviser-selection services, and runs educational seminars and workshops. Its fee arrangements include a percentage-of-AUM charge as well as hourly and fixed-fee billing. The firm is identified as a capital allocator and is owned by a combination of a domestic entity and an individual. Infinity Tax & Financial Planning does not present itself as an ESG-focused manager. It is not registered as a multi-state adviser or a pension consultant and is not listed as a related adviser to another firm.
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 Funds75%
- Exchange Traded Equities24%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5ANDREW ZOROVICH
Founder & Managing DirectorCRD 2753501
Parker Carroll
Investment AdvisorCRD 7397272
Henry Gardner
Associate Investment AdvisorCRD 8198555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HUNTSVILLE, AL
MADISON
Location
HUNTSVILLE, AL
Headquartered in HUNTSVILLE, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- MADISON
- Address
- 200 Clinton Ave W
- Time zone
- CT (UTC-6)
- Office locations
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