Gerd Infanger, financial advisor Mountain View CA

Gerd Infanger

CRD Number: 4391106
Current Firm: Infanger Investment Technology, LLC

Gerd Infanger (CRD# 4391106) is an Investment Advisor Representative working at Infanger Investment Technology, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

Similar Advisors
Scott Yi, financial advisor Mountain View CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Theodore Lew, financial advisor Mountain View CA
Theodore D. Lew
CRD# 3262592
Captrust
Similar Advisors
Daniel Leonard, financial advisor Mountain View CA
Daniel W. Leonard
CRD# 2055289
Powering Your Retirement
Company Name Location Dates Years
Stanford University Stanford, CA Sep 1998 - Current 25
Infanger Investment Technology, LLC Mountain View, CA Apr 1998 - Current 26
Vienna University Of Technology Vienna, Sep 1993 - Current 30
Carmot Capital LLC Palo Alto, CA May 2016 - Dec 2022 6

Gerd Infanger has no recent exams reported.
Contact Info for Gerd N. Infanger
Phone Number: 650-961-5176
Firm Website: http://www.infanger.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    601
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $20,724,618
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Gerd Infanger and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.