Advisor at Infinium Investment Advisors, LLC
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Firm
Infinium Investment Advisors, LLC
Location
Denver, CO 80209
Credentials
Series 63, Series 65
Industry experience
5 years
Kurt Leeney is a financial advisor at Infinium Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Plaisance Capital LLC and JPMorgan Chase Bank NA. Infinium Investment Advisors serves individuals, high-net-worth clients, and institutional accounts, managing approximately $101.7 million in discretionary assets. The firm employs an investment process focused on asset allocation and combines fundamental screening, independent research, and technical analysis to tailor portfolios according to clients’ time horizons and risk tolerances.
Based on Infinium Investment Advisors, LLC
Based on Infinium Investment Advisors, LLC
Financial planning fixed fees range from $500 to $10,000
$250 per hour for financial planning and consulting services
Account minimum: $1,000,000
50 S. Steele, Suite 830
Denver, CO 80209
Colorado · Michigan · Texas
Infiniuim Investmenet Advisors, LLC
2024 - Present (2 years)
Plaisance Capital LLC
2017 - 2023 (6 years)
JPMORGAN CHASE Bank NA
2013 - 2017 (4 years)
J.P. Morgan Securities
2013 - 2017 (4 years)
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Real estate agent
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Other specialized services
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