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⚲
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| Infinity Wealth Counsel LLC
✚
| |
|---|---|
| CRD # | 171959 |
| SEC # | 801-126090 |
| CIK # | |
| AUM | $122.8 MM (2024-03-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 513-563-3500 |
| Address | 433 West Loveland Ave Loveland, OH 45140 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 25.8 |
| (b) Individuals (high net worth individuals) | 36 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 383 | 122.8 |
| By Discretionary | ||
| Discretionary | 382 | 120.7 |
| Non-Discretionary | 1 | 2.1 |
| Total | 383 | 122.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.8 | |
| Total | 383 | 122.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fedenia Advisers LLC
✚
|
WI | 0.1 |
|
Hershey Financial Advisers LLC
✚
|
PA | 0.1 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.1 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.1 |
|
Long Carroll Wealth LLC
✚
|
CO | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 0.1 |
|
Four Tree Island Advisory LLC
✚
|
NH | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |