CRD: 291644
Infinity Financial Strategies, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-26-2018
- Office Locations
- 1
Office Locations
About Infinity Financial Strategies, LLC
Infinity Financial Strategies, LLC is a Connecticut-based RIA that helps individuals planning a work-optional life—early retirement, sabbaticals, or career shifts—through holistic wealth planning. Services include investment planning, tax and estate considerations, insurance, and portfolio construction, with portfolios often implemented using ETFs and mutual funds. The firm also publishes the Living Your Wealth podcast and educational guides.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELLY ENNIS
Chief Compliance Officer, President
- CRD
- #5475150
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,763,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,763,697 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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