$152.4M Total AUM
$152.4M Disc. AUM
-1.0% 3Y CAGR
2 Employees
228 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- PeakCapital +more
- Established Date
- 03-27-2009
- Office Locations
- 1
Office Locations
50 S. Steele, Suite 830 Denver CO
About Infinium Investment Advisors, LLC
Infinium Investment Advisors, LLC is a Denver-based registered investment adviser serving individuals and families across Denver, Chicago, Miami, Houston, and the Bay Area. The firm provides wealth management and financial planning with retirement-focused guidance, and builds portfolios using ETFs and mutual funds with an asset-allocation and risk-management approach. Client accounts are custodied through Fidelity/NFS.
Team overview
48 AVG AGE
$76.2M AVG AUM / ADVISOR
$668.6K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vertex pioneer Bridge pioneer Catalyst ridge Vertex Ember Prime optima Capital ember Focus atlas Frontier pioneer
Client Personas
Legacy
CRM
Pioneer Capital
Custodian
Optima Legacy Eagle foundation Unison Element Prime summit Focus pioneer Atlas Catalyst legacy Beacon wave Insight Wave timber Peak beacon
Investment Themes
Ridge Summit
Investment Vehicles
Beacon insight Harbor crest
Platform
Focus
Services
Vector Insight horizon Foundation summit Legacy peak Vital Harbor Atlas ember Harbor pioneer Ember
Technology
Quantum value Vertex Alpha crest Meridian focus
Owner & Executives
MARK STEPHEN STAROSCIAK
Chief Compliance Officer, Managing Member
- CRD
- #4018163
- Ownership
- 75% or more
(291) 758-5312
insight.atlas@unisoncapital.com
in linkedin.com/in/timber-prime
Showing 1 of 1 owners & executives
Unlock allContacts
K
KURT MICHAEL LEENEY
Financial Advisor
- CRD
- #6217667
(481) 704-5565
quantum.prime@vectorcapital.com
in linkedin.com/in/legacy-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,443,632 | $380,159 |
| Non-Discretionary | $0 | -- |
| Total | $152,443,632 | $380,159 |
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Separately Managed Accounts
Total SMA Asset: $152,443,632
Public Funds:
17.9% Equity - Exchange:
39.5% Cash:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,293,500,199 | 17.9% |
| Equity - Exchange | $2,854,371,948 | 39.5% |
| Cash | $3,078,385,948 | 42.6% |
| Total | $7,226,258,095 | 100.0% |