Kurt
Leeney
Infinium Investment Advisors, LLC
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About this Advisor
Kurt Leeney is a financial advisor based in Denver, Colorado, working with Infinium Investment Advisors, LLC. Kurt has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Plaisance Capital LLC, and Infinium Investment Advisors, LLC. Kurt has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kurt is part of Infinium Investment Advisors, LLC, which operates out of Denver, Colorado. The firm has 2 employees and manages assets totaling $90.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Infinium Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Infinium Investment Advisors, LLC Brokerage Details
$90,711,026
2
388
$233,791
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Kurt Leeney Work History
Infiniuim Investmenet Advisors, LLC
Plaisance Capital LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Kurt Leeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinium Investment Advisors, LLC
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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