About INFINITE ASSET MANAGEMENT LLC
INFINITE ASSET MANAGEMENT LLC (IAM) is a leading financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, IAM prides itself on delivering personalized and tailored solutions to each and every client. Its strong commitment to ethical and transparent practices has earned IAM a stellar reputation in the financial industry.
How IAM Helps Clients – Key Takeaways:
- Provides comprehensive wealth management services
- Offers personalized and tailored solutions
- Committed to ethical and transparent practices
Facts and Insights
Here are some key facts and insights about IAM:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
IAM offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
IAM serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
IAM operates on a fee-only model, which means that it only charges a percentage of assets under management as its compensation. This ensures that IAM’s interests are aligned with its clients’ and eliminates conflicts of interest.
Background
IAM was founded in 2006 by a team of experienced financial advisors who shared a common goal of helping individuals and businesses achieve financial success. Today, IAM has grown into a reputable firm with a strong presence in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, IAM adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). These disclosures include:
- Detailed information about IAM’s fee structure
- Any potential conflicts of interest
- Information about IAM’s disciplinary history
IAM is committed to providing transparent and fair services to its clients, and these disclosures help ensure that clients have all the necessary information to make informed decisions.