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INFINITY TAX & FINANCIAL PLANNING
INFINITY INVESTMENT ADVISORS LLC
CRD 332590 · SEC 801-136537
200 CLINTON AVE WEST, SUITE 701, HUNTSVILLE, AL, 35801, United States
Phone
256-527-4214
Fax
256-645-0003
Registration
— (—)
Source
State registered
Total AUM
$100.0M
Discretionary AUM
$85.6M
Team
9 total employees; 5 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $49.1M |
| High net worth individuals | 32 | $50.9M |
| Pension/profit sharing plans | 1 | $75K |
All web addresses on file
Official SEC filing: View on IAPD