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Matthew J. Oberholzer

INFINITY WEALTH COUNSEL, LLC·LOVELAND, Ohio
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433 WEST LOVELAND AVE, LOVELAND, OH 45140CRD# 7064345Firm CRD# 171959
01

About

Matthew J. Oberholzer is a registered financial advisor based in LOVELAND, Ohio, affiliated with INFINITY WEALTH COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INFINITY WEALTH COUNSEL, LLC
INFINITY WEALTH COUNSEL, LLC
AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INFINITY WEALTH COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7064345
Firm CRD# 171959
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew J. Oberholzer offer?
Matthew J. Oberholzer specializes in Financial Planning, Investment Management. Contact their office in LOVELAND, Ohio for a consultation.
What are Matthew J. Oberholzer's credentials?
Matthew J. Oberholzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew J. Oberholzer located?
Matthew J. Oberholzer is based in LOVELAND, Ohio, working with INFINITY WEALTH COUNSEL, LLC. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.
How does Matthew J. Oberholzer charge for services?
Matthew J. Oberholzer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INFINITY WEALTH COUNSEL, LLC?
INFINITY WEALTH COUNSEL, LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOVELAND
Christopher Robert Oberholzer — INFINITY WEALTH COUNSEL, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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