Denise
Mathews
Infinex Investments, Inc
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About this Advisor
Denise Mathews is a financial advisor who works out of Meriden, Connecticut with 7 years of relevant experience. Mathews is an employee of Infinex Investments, Inc. They have been with Infinex Investments, Inc for all of their career. Mathews maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Michigan. Infinex Investments, Inc is a financial advisory firm that has its headquarters in Meriden, CT. It has offices in 531 locations and a total of 764 employees. It has $3 billion in assets under management among its 8,831 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 78 charities and foundations. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Denise Mathews Work History
Denise has been registered as a financial advisor for 7 years.*
Infinex Investments, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denise Mathews 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 Infinex Investments, Inc
Brooklyn, NY
Fowler, IN
Kill Devil Hills, NC
Meriden, CT
New York, NY
Springfield, IL
Ellsworth, ME
Grand Ledge, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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