Infanger Investment Technology, LLC
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Overview
Infanger Investment Technology, LLC operates as a financial advisory company that has its headquarters in Mountain View, California. Infanger Investment Technology, LLC manages $792.6 million in total assets over 42 accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). The firm has a small team, including 1 financial advisor. Infanger Investment Technology, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Infanger Investment Technology, LLC manages four of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction decisions without needing to seek the client's permission. Infanger Investment Technology, LLC also has 38 non-discretionary accounts totaling $785.8 million in AUM. The firm's average account size is $18.9 million. The average advisor at Infanger Investment Technology, LLC oversees around 42 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is located at 2665 Marine Way, Suite 1120, Mountain View, California 94043. It is legally permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Infanger Investment Technology, LLC by the Numbers
$792.6 million
1
42
$18.9 million
Fee Structure
Fees charged by financial advisors usually vary depending on which service is offered. Fees charged by the company most likely consist of the following fee structures: asset-based or fixed. The firm does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Infanger Investment Technology, LLC caters to investment companies. Out of its 42 clients, Infanger Investment Technology, LLC's biggest client type by number of accounts is investment companies. Around 50% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Infanger Investment Technology, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Infanger Investment Technology, LLC
Mountain View, CA
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