Cases / Investment funds & advisory
Infinity Wealth Management
Pathyam Patel (aka Pat Patel)
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Infinity Wealth Management
- Industry
- Wealth-management investment contracts
- Pitch & red flags
- falsely claimed to be SEC-registered; said he could "earn substantial profits for investors" and "guaranteed no loss of their principal"; later demanded "maintenance fees"
Pitch phrases from this case
Source
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