B
CRD: 319232
Best Life Infinity, LLC
Colorado Springs, CO, 80920
7199661985
$48.2M Total AUM
$48.2M Disc. AUM
-- 3Y CAGR
8 Employees
110 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2022
- Office Locations
- 5
Office Locations
1755 Telestar Dr. Ste. 300 Colorado Springs CO
-- Boise ID
-- Maitland FL
About Best Life Infinity, LLC
Best Life Infinity, LLC is a Colorado Springs-based RIA with 5 offices. The firm has been operating for 3 years. Managing $48.2M in total assets under management, with 6 advisory representatives. They custody assets with Interactive Brokers and Jackson National Life. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
53 AVG AGE
$8.0M AVG AUM / ADVISOR
$438.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age
Insights
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Client Personas
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Value
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Owner & Executives
ERIC CHRISTOPHER JACKSON
Chief Executive Officer
- CRD
- #4800296
- Ownership
- 75% or more
(802) 909-6086
north.north@insightcapital.com
in linkedin.com/in/unison-oak
G
Gavin Michael Ganzkow
Chief Compliance Officer
- CRD
- #6243072
- Ownership
- Less than 5%
(590) 790-9336
delta.value@insightcapital.com
in linkedin.com/in/unison-harbor
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C
Clark Paul Milner
Chief Operating Officer
- CRD
- #6943798
(491) 427-7007
atlas.alpha@valuecapital.com
in linkedin.com/in/element-ember
ROGER ALAN NICHOLLS
--
- CRD
- #1832447
(692) 843-4591
harbor.bridge@frontiercapital.com
in linkedin.com/in/optima-value
W
Wave radial
Prime signal
- CRD
- #27304
(545) 330-2077
unison.summit@peakcapital.com
in linkedin.com/in/ember-north
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,243,173 | $295,970 |
| Non-Discretionary | $0 | -- |
| Total | $48,243,173 | $295,970 |
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Separately Managed Accounts
Total SMA Asset: $48,243,173
Equity - Exchange:
29.4% Cash:
32.3% Derivatives:
38.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $952,743,417 | 29.4% |
| Cash | $1,046,721,509 | 32.3% |
| Derivatives | $1,241,158,940 | 38.3% |
| Total | $3,240,623,866 | 100.0% |