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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2014
- Office Locations
- 1
Office Locations
About Infinity Wealth Counsel, LLC
Infinity Wealth Counsel is a family-owned, Cincinnati-area advisory firm providing investment management and financial planning for individuals and families across life stages. The CFP-led team builds goal-based portfolios focused on asset allocation and risk management, using vehicles such as ETFs and mutual funds and incorporating fixed income or alternatives when appropriate. Custodies with Charles Schwab & Co.
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Owner & Executives
CHRISTOPHER ROBERT OBERHOLZER
Certified Financial Planner, Managing Member, President
- CRD
- #2261553
- Ownership
- 75% or more
Matthew J. Oberholzer
Certified Financial Planner, Chief Compliance Officer, Financial Advisor
- CRD
- #7064345
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,836,565 | $353,531 |
| Non-Discretionary | $3,111,985 | $3,111,985 |
| Total | $151,948,550 | $360,068 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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