Infinex Investments, Inc. is a large advisory firm based in Meriden. It manages $1.36 billion of regulatory assets for 5,839 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Infinex Investments provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and solicitation services for other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Infinex Investments, Inc. is $1.36 billion. The firm's AUM has grown by 3003% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Infinex Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Rheo Arthur Brouillard is individuals with 4,890 clients and $1.23 billion of assets under management. Among the 9 most similar advisory firms, Infinex Investments has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.35 billion for 4,986 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Infinex Investments doesn't advise any private funds.
The company employs 867 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 523 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Rheo Arthur Brouillard has been acting as President since 1 Sep 1995. John Michael Cooney joined the executive team most recently as the Chief Compliance Officer.
The principal office where Infinex Investments, Inc. performs its advisory services is located at 538 Preston Avenue, Meriden, CT 06450 4858, which is also the mailing address of the firm. An additional office of the firm is in Ocala, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-599-6000 or by fax 203-599-6001. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at infinexgroup.com.