|
⚲
|
| Infinium Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 149123 |
| SEC # | 801-118226 |
| CIK # | |
| AUM | $101.8 MM (2024-08-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 720-253-1818 |
| Address | 50 S Steele, Suite 830 Denver, CO 80209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 29.4 |
| (b) Individuals (high net worth individuals) | 39 | 72.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 101.8 |
| By Discretionary | ||
| Discretionary | 388 | 101.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 101.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 100.8 | |
| Total | 388 | 101.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
River's Edge Wealth Management LLC
✚
|
PA | 0.1 |
|
Stone Wealth Partners LLC
✚
|
LA | 0.1 |
|
Hoya Capital Real Estate LLC
✚
|
CT | 0.1 |
|
Harger and Company Inc
✚
|
LA | 0.1 |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |
|
Global Strategic Management Inc
✚
|
PR | 0.1 |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 0.1 |
|
Shankland Financial Advisors LLC
✚
|
NC | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.1 |