Infinity 8 Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$124,782,350
Clients
64
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
Very HighAverage account size
$1,949,724
About
The firm provides portfolio management and financial planning primarily for individual clients and also offers portfolio management services to institutional clients. It delivers managed account services through a firm-sponsored wrap fee program.
The firm's adviser integrates comprehensive financial planning, supported by a Chartered Financial Consultant (ChFC) credential, with investment-management practices that address retirement planning, tax-related considerations, and behavioral finance concepts. The adviser serves as the primary point of contact and is responsible for implementing and supervising client portfolios and planning recommendations.
Noteworthy aspects include the firm-sponsored wrap fee program and its provision of institutional portfolio management—both relatively uncommon among independently owned advisers. The firm manages roughly $125 million for about 64 clients, reports no outside business activities or disciplinary history, and draws on decades of industry experience.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Income planning
General tax planning
Planning for children with special needs
Demographic focus
LGBTQIA
Main office location
Infinity 8 Investments, LLC
10080 N Wolfe Road, Suite Sw3 200
Cupertino CA 95014, United States
Number of offices
2
Most active in
Infinity 8 Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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