Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
61367288
SEC advisor number
801-67242
FINRA CRD number
35371
AUM ?
$2.81 bn
(as of 14 Aug 23)
Accounts
8,831
(as of 14 Aug 23)
Employees
764
(539 investment advisory or research)
Brochures
- Infinex Form Adv Part 2A Brochure (31 Mar 23)
- the Infinex Wealthselect Program Wrap Fee Brochure (31 Mar 23)
- Infinex Wrap Fee Program Brochure (31 Mar 23)
- Infinex Form Adv Part 2A Brochure (31 Mar 23)
- the Infinex Wealthselect Program Wrap Fee Brochure (31 Mar 23)
- Infinex Wrap Fee Program Brochure (31 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 May 24
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
18 May 23
13F-NT
Notice of holdings reported by another manager
18 May 23