This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Infinity Financial/Naples Asset Management Company or its subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Infinity Financial/Naples Asset Management Company makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Infinity Financial/Naples Asset Management Company makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Infinity Financial/Naples Asset Management Company will not monitor or provide service regarding non-managed assets. All Rights Reserved.

Advisory services offered through Naples Asset Management Company, LLC