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RIA · CRD 332590SEC-Registered

Updated:

Infinity Tax & Financial Planning

INFINITY TAX & FINANCIAL PLANNING is an SEC-registered investment adviser in HUNTSVILLE, AL. The firm manages $100 million in assets, $86 million on a...

Overview

INFINITY TAX & FINANCIAL PLANNING is an SEC-registered investment adviser in HUNTSVILLE, AL. The firm manages $100 million in assets, $86 million on a discretionary basis. It has 6 employees and 5 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who are the principals or owners of Infinity Tax & Financial Planning?

No named principals or owners have been disclosed in any public source reviewed. The firm's ownership structure is not documented online.

What is the geographic footprint of Infinity Tax & Financial Planning?

No office address or geographic focus has been publicly associated with the firm. Its service area cannot be determined from available information.

Does Infinity Tax & Financial Planning manage assets or only provide tax advice?

The firm's name combines 'tax' and 'financial planning,' implying advisory beyond compliance. However, no AUM figures or investment management mandates have been reported publicly.

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