RIA · CRD 332590SEC-Registered

Updated:

Infinity Tax & Financial Planning

INFINITY TAX & FINANCIAL PLANNING is an SEC-registered investment adviser in HUNTSVILLE, AL.

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 discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What services does Infinity Tax & Financial Planning offer?

Based on the firm's name, it likely provides tax preparation, compliance, and financial planning services to individuals and small businesses. No detailed service menu has been published through accessible channels.

Is Infinity Tax & Financial Planning a registered investment advisor?

The firm's name suggests an RIA structure, but no SEC or state-level registration records have been identified in public databases. Verification would require direct inquiry with the firm.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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