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GI

Gerd N. Infanger

INFANGER INVESTMENT TECHNOLOGY
MOUNTAIN VIEW, CA 94043
Some features on this profile are disabled
CRD#: 4391106
GI

Professional summary

Gerd Nmn Infanger is a registered financial advisor currently at INFANGER INVESTMENT TECHNOLOGY, LLC located in Mountain View, California.

Gerd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gerd has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerd Nmn Infanger's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2002 - Present

INFANGER INVESTMENT TECHNOLOGY, LLC

Office #1: 2685 Marine Way, Suite 1315, Mountain View, CA 94043
RIA
CRD#: 112328
MOUNTAIN VIEW, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INFANGER INVESTMENT TECHNOLOGY, LLC
INFANGER INVESTMENT TECHNOLOGY, LLC

CRD#: 112328 / SEC#: 801-57817

RIA
Registered Investment Advisory firm - (7/31/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/1/2002)

Exams

Current Firm

II
INFANGER INVESTMENT TECHNOLOGY, LLC
INFANGER INVESTMENT TECHNOLOGY, LLC

CRD#: 112328 / SEC#: 801-57817

RIA
Registered Investment Advisory firm - (7/31/2000 Approved)
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Contact information

Main Address
2665 Marine Way, Suite 1120, Mountain View, CA 94043
Mailing Address
Phone number
(650) 961-5176
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (3/30/2025)

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 534,899,017

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INFANGER INVESTMENT TECHNOLOGY, LLC

CRD#: 112328Mountain View, CA 94043

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