Infiniti Wealth Management

Infiniti Wealth Management (CRD# 127216) is a financial advisory firm headquartered in Brewster, NY. They manage $141,322,649 in 547 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3 Starr Ridge Road, Suite 103, Brewster, NY 10509
https://www.facebook.com/infiniti-wealth-management-168452696500515/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $258,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NH, NJ, NY, TX

Financial Advisors at Infiniti Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael Durante, financial advisor Brewster NY
Michael A. Durante
CRD#: 1751450
3 Starr Ridge Road, Suite 103, Brewster, NY 10509

Michael Durante (CRD# 1751450) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 28 years of experience in the finance industry.

2
George Waters, financial advisor Brewster NY
George J. Waters
CRD#: 1344273
3 Starr Ridge Road, Suite 103, Brewster, NY 10509

George Waters (CRD# 1344273) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 25 years of experience in the finance industry.

3
James Lubin, financial advisor Brewster NY
James F. Lubin
CRD#: 1422319
3 Starr Ridge Road, Suite 103, Brewster, NY 10509

James Lubin (CRD# 1422319) is an Investment Advisor Representative working at Infiniti Wealth Management in Brewster, NY and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals