BEST LIFE INFINITY, LLC
Adviser information for BEST LIFE INFINITY, LLC last updated from Form ADV on March 31st, 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 | Colorado, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| 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 | 86 | $30.0M |
| Non-Discretionary | 0 | $0 |
| Total | 86 | $30.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 47 | $15.2M |
| HNW Individuals | 13 | $14.8M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
| Other Business Activities | Lawyer or law firm |
Identifiers
| SEC RIA File Number | 801-126123 |
|---|---|
| SEC ERA File Number | 801-126123 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319232 |
| Legal Entity Identifier | None |
Principal Office
1755 TELESTAR DR.STE. 300
COLORADO SPRINGS
CO
United States
Monday - Friday, 8AM TO 5PM
Tel: 719-966-1985, Fax: 719-694-1420
Chief Compliance Officer
MAGAN ZAVISCAL
1790 CARRIAGE DR.
WILLIAMSTOWN
NJ
United States
Tel:
719-966-1985
Fax:
719-694-1420
M*************@*******************M
(Full email address available in API data)
Regulatory Contact
TODD ERIC SCHWARTZ
CORPORATE COUNSEL
1307 S SEVIER ROAD
RIDGEFIELD
WA
United States
Tel:
5033444346
T********@**********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 |
|---|---|---|---|---|---|
| JACKSON, ERIC, CHRISTOPHER | Individual | – | CEO | 06/2022 | > 75% |
| ZAVISLAK, MAGAN, KAUR | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |