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Home > Retirement Planners > ohio > loveland > INFINITY WEALTH COUNSEL, LLC
INFINITY WEALTH COUNSEL, LLC
433 West Loveland Ave
Suite 100
Loveland, Ohio 45140
Tel: 513-563-3500
About INFINITY WEALTH COUNSEL, LLC
INFINITY WEALTH COUNSEL, LLC, formally registered with the SEC as INFINITY WEALTH COUNSEL, LLC. The firm was established in 07/15/2022. They have over 1 offices throughout the country.
INFINITY WEALTH COUNSEL, LLC is a Loveland, Ohio based Financial Planning firm with nearly $122,792,000 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171959 |
| SEC# | 801-126090 |
| Assets Managed by Firm | $122,792,000 |
| No. of Clients | 383 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $122,792,000 |
| Individuals (other than high net worth individuals) | 87 | $25,800,000 |
| High net worth individuals | 36 | $92,100,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,450,000 |
| Charitable organizations | Fewer than 5 clients | $2,400,000 |
| Corporations or other businesses | Fewer than 5 clients | $42,000 |
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