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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberFoundation
- Established Date
- 03-26-2019
- Office Locations
- 1
Office Locations
About Infinity Wealthcare, LLC
Infinity Wealthcare, LLC is an independent, fee-only fiduciary RIA serving self-employed professionals, business owners, and other long-term investors with personalized wealth management and investment planning/consulting (retirement, qualified plans, and college planning). The firm emphasizes cashflow, growth, and downside-protection strategies, monitoring portfolios daily and adjusting as needed. Client accounts are custodied at Charles Schwab; reported SMA exposure is primarily ETFs and U.S. government/agency bonds.
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Owner & Executives
SANJAY PURI
--
- CRD
- #7070869
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,583,992 | -- |
| Non-Discretionary | $4,375,000 | -- |
| Total | $20,958,992 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,958,992
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,206,698,120 | 34.2% |
| U.S. Government/Agency | $1,161,420,063 | 18.0% |
| Derivatives | $1,116,253,728 | 17.3% |
| Cash | $1,967,961,774 | 30.5% |
| Total | $6,452,333,685 | 100.0% |