INFINITY WEALTH COUNSEL, LLC
Adviser information for INFINITY WEALTH COUNSEL, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 382 | $120.7M |
| Non-Discretionary | 1 | $2.1M |
| Total | 383 | $122.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 87 | $25.8M |
| HNW Individuals | 36 | $92.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.5M |
| Charitable organizations | <5 | $2.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $42,000 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-126090 |
|---|---|
| SEC ERA File Number | 801-126090 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171959 |
| Legal Entity Identifier | None |
Principal Office
433 WEST LOVELAND AVESUITE 100
LOVELAND
OH
United States
BY APPOINTMENT ONLY, 8:30 AM TO 5:00 PM
Tel: 513-563-3500, Fax: 513-258-0684
Chief Compliance Officer
MATTHEW OBERHOLZER
FINANCIAL ADVISOR
433 WEST LOVELAND AVE
SUITE 100
LOVELAND
OH
United States
Tel:
513-563-3500
M***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OBERHOLZER, CHRISTOPHER, ROBERT | Individual | – | PRESIDENT, MANAGING MEMBER | 03/2014 | > 75% |
| Oberholzer, Matthew, J. | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |