1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INFINITY TAX & FINANCIAL PLANNING

Map pinHUNTSVILLE, AL
Phone256-527-4214
NotebookSEC #801-136537
Total AUM
$100M
Employees
9
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLINTON AVE WEST
SUITE 701
HUNTSVILLE
AL 35801
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
256-527-4214
Other Offices
1

ReceiptFinancials

Total AUM
$100M
Accounts
658
Discretionary
$85.6M
Accounts
483
Non-Discretionary
$14.4M
Accounts
175

ContactClients

View more in analytics →

Individual Clients
299
AUM
$49.1M
HNW Individual Clients
32
AUM
$50.9M
Pension/Profit Sharing Plan Clients
1
AUM
$74.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account