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Infinex Investments, Inc.
Meriden, Connecticut
Infinex Investments, Inc. is a highly reputable regional investment advisory firm based in Meriden, CT, specializing in managing assets for individual and corporate clients. With over 7,120 individual clients and a staggering $2,814,654,000 in assets under management, Infinex Investments, Inc. has established itself as a trusted partner in the financial industry. The firm operates through a vast network of 532 offices, providing personalized services to cater to clients' unique investment needs.
In addition to investment advisory services, Infinex Investments, Inc. also offers insurance brokerage solutions, ensuring comprehensive...see more
Assets Under Mgmt
$2.81B
Investment Professionals
539
Locations
531
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other: SOLICITATION SERVICES FOR OTHER ADVISERS
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Found to have caused investement-related business to lose authorization denied by federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for Infinex Investments, Inc.
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