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Infinity 8 Investments, LLC (Sunnyvale)


Infinity 8 Investments, LLC is a related adviser based in Sunnyvale. It manages $11.9 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Infinity 8 Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Infinity 8 Investments: assets under management

The assets under management (AUM) of Infinity 8 Investments, LLC is $11.9 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.6 million in discretionary accounts and $8.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $319.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Infinity 8 Investments, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sunnyvale

The principal office where Infinity 8 Investments, LLC performs its advisory services is located at 1250 Oakmead Parkway, Sunnyvale, CA 94085, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-501-8848 or by fax 408-501-8808. The normal business hours are by appointment only on Other.


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