Infinex Investments, Inc.
Infinex Investments, Inc. (CRD# 35371) is a financial advisory firm headquartered in Meriden, CT. They manage $849,822,562 in 4,472 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management850MILLION
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Total Number of Accounts4,472ACCOUNTS
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Average Account Value$190,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
Keith Krause (CRD# 1928627) is an Investment Advisor Representative working at Infinex Investments, Inc. in Woodsboro, MD and has over 26 years of experience in the finance industry.
Jessica Ashby (CRD# 5069681) is an Investment Advisor Representative working at Infinex Investments, Inc. in Warrenton, VA and has over 10 years of experience in the finance industry. Jessica Ashby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Bartin (CRD# 1922891) is an Investment Advisor Representative working at Infinex Investments, Inc. in Salem, MA and has over 28 years of experience in the finance industry. William Bartin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chad Bell (CRD# 4073111) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 17 years of experience in the finance industry. Chad Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Carlson (CRD# 3263340) is an Investment Advisor Representative working at Infinex Investments, Inc. in Coon Rapids, MN and has over 11 years of experience in the finance industry. Steven Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Cohn (CRD# 2611754) is an Investment Advisor Representative working at Infinex Investments, Inc. in Chicago, IL and has over 22 years of experience in the finance industry. David Cohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Suzanne Colaluca (CRD# 5047818) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 12 years of experience in the finance industry. Suzanne Colaluca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Dennis (CRD# 1534424) is an Investment Advisor Representative working at Infinex Investments, Inc. in Virginia Beach, VA and has over 30 years of experience in the finance industry.
Patrick Dougherty (CRD# 2721894) is an Investment Advisor Representative working at Infinex Investments, Inc. in Braintree, MA and has over 21 years of experience in the finance industry. Patrick Dougherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Economou (CRD# 2947683) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 20 years of experience in the finance industry. Paul Economou has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.