INFINITI WEALTH MANAGEMENT

3 Starr Ridge Road
Suite 103
Brewster, New York 10509
Tel: (845) 278-8638

About INFINITI WEALTH MANAGEMENT

INFINITI WEALTH MANAGEMENT, formally registered with the SEC as INFINITI WEALTH MANAGEMENT. The firm was established in 03/04/2008. They have over 1 offices throughout the country.

INFINITI WEALTH MANAGEMENT is a Brewster, New York based Financial Planning firm with nearly $160,651,647 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127216
SEC#	801-68893
Assets Managed by Firm	$160,651,647
No. of Clients	563
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	563	$160,651,647
Individuals (other than high net worth individuals)	157	$50,696,546
High net worth individuals	36	$109,955,101

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