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INFINITY FINANCIAL PLANNING

INFINITY FINANCIAL PLANNING LLC

CRD 305590

Visit website

1220 E ST STE. A, LOS BANOS, CA, 93635, United States

Phone

209-704-2878

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$2.7M

Discretionary AUM

$2.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$2.7M

All web addresses on file

Official SEC filing: View on IAPD