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Building 2INFINITI WEALTH MANAGEMENT

Map pinBREWSTER, NY
Phone(845) 278-8638
NotebookSEC #801-68893
Total AUM
$187.4M
Employees
5
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 STARR RIDGE ROAD
SUITE 103
BREWSTER
NY 10509
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(845) 278-8638

ReceiptFinancials

Total AUM
$187.4M
Accounts
564
Discretionary
$187.4M
Accounts
564
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$46.9M
HNW Individual Clients
41
AUM
$140.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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