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Infinity TAX & Financial Planning

Infinity TAX & Financial Planning. CRD 332590

Infinity TAX & Financial Planning logo

CRD: 332590

Infinity TAX & Financial Planning

Huntsville, AL, 35801
2565274214
www.infinitytaxandfinancial.com
$100.0M Total AUM
$85.6M Disc. AUM
-- 3Y CAGR
9 Employees
339 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
09-11-2024
Office Locations
2

Office Locations

10575 68th AVE N Suite D3 Seminole FL
200 Clinton AVE West Suite 701 Huntsville AL

About Infinity TAX & Financial Planning

Infinity Tax & Financial Planning is an RIA based in Huntsville, AL with an office in Seminole, FL. The firm delivers integrated tax preparation, accounting/bookkeeping, investment management, and holistic financial, retirement, insurance, and estate planning through a multidisciplinary team. Its proprietary Infinity Financial Process organizes advice around protecting, growing, using, and bestowing assets.

Team overview

-- AVG AGE
$20.0M AVG AUM / ADVISOR
$295.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Focus Harbor Crest prime Oak pioneer Fusion matrix Peak Capital radial Atlas optima

Client Personas

Value

Custodian

Beacon radial Fusion Signal

Investment Themes

Horizon alpha Radial Catalyst harbor Catalyst

Investment Vehicles

Zenith legacy

Services

Momentum summit Foundation delta Vector Pathway eagle Vital Wave Atlas Ridge value Crest catalyst Vector value

Owner & Executives

A

ANDREW LAWRENCE ZOROVICH

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#2753501
Ownership
Less than 5%
(403) 647-1911
wave.north@momentumcapital.com
in linkedin.com/in/pioneer-optima

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Contacts

J

Jachym Bezouska

Investment Advisor

CRD
#7744572
(585) 939-8223
summit.radial@quantumcapital.com
in linkedin.com/in/signal-vector
P

Parker Lee Carroll

Investment Advisor

CRD
#7397272
(222) 282-2642
peak.ridge@quantumcapital.com
in linkedin.com/in/value-beacon
D

Delta north

Eagle glacier

CRD
#69155
(617) 690-1973
optima.quantum@catalystcapital.com
in linkedin.com/in/catalyst-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $85,618,638 --
Non-Discretionary $14,402,327 --
Total $100,020,965 --

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Separately Managed Accounts

Total SMA Asset: $100,020,965

$100.0M Total SMA
Public Funds:
15.0%
Equity - Exchange:
21.0%
Cash:
32.3%
Equity - OTC:
23.9%
U.S. Government/Agency:
7.8%
Asset class Assets Assets %
Public Funds $358,555,578 15.0%
Equity - Exchange $501,977,810 21.0%
Cash $772,089,679 32.3%
Equity - OTC $571,298,555 23.9%
U.S. Government/Agency $186,448,900 7.8%
Total $2,390,370,522 100.0%

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