INFINITY WEALTH COUNSEL, LLC

LOVELAND, Ohio·2 registered advisors·CRD# 171959
SEC# 801-1260900513-563-3500
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INFINITY WEALTH COUNSEL, LLC

2 registered advisors
Christopher Robert Oberholzer
LOVELAND, Ohio
Matthew J. Oberholzer
LOVELAND, Ohio
05

Office Locations

LOVELAND, Ohio
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. INFINITY WEALTH COUNSEL, LLC (CRD# 171959) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.