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CRD#: 321074
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ZERO INFINITY PARTNERS is located at 400 Madison Avenue 19th Floor, New York, NY 10017. ZERO INFINITY PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ZERO INFINITY PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. ZERO INFINITY PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ZERO INFINITY PARTNERS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ZERO INFINITY PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ZERO INFINITY PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ZERO INFINITY PARTNERS Comes From

Understanding the Statistics for ZERO INFINITY PARTNERS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
400 Madison Avenue 19th Floor, New York, NY 10017
Phone Number
(646) 629-3093
Related websites
https://www.linkedin.com/company/zero-infinity-partners/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KWAAK, JUNYUPFOUNDER AND MANAGING PARTNER03/20225810598
Antonson, Steven, JeffreyCHIEF FINANCIAL OFFICER AND CHIEF OPERATIONS OFFICER06/20227565979

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at ZERO INFINITY PARTNERS

Brennan William Fontana
AdvisorCheck Check Mark

Brennan William Fontana

Brennan Fontana
IAR
CRD#: 5702742
Location:
San Diego, CA 92130
Company:
LIDO
Disclosures:
Experience:
7 years
View Profile
Natalia Carolina Avila
AdvisorCheck Check Mark

Natalia Carolina Avila

Natalia Avila
IAR
RR
CRD#: 6761906
Location:
Santa Clarita, CA 91355
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
8 years
View Profile
Sean David Merlonghi
AdvisorCheck Check Mark

Sean David Merlonghi

IAR
CRD#: 6146825
CFP®: Certified Financial Planner
Location:
Lewes, DE 19958
Company:
DAKOTA WEALTH, LLC
Disclosures:
Experience:
12 years
View Profile
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