Mark Angelo Aleman

Infinity Financial Services Advisory

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

Riverside, CA

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

January 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is involved in several insurance-related activities, including medical health insurance sales, health and dental insurance, life insurance, annuities, LTC, and Medicare sales. These activities collectively take about 10-20% of Mark's time.