Infinity Financial Services
Firm details
- Headquarters
- Oakland, California
- CRD number
- 144302
- Registered since
- November 14, 2007
- Website
- www.infinitysecurities.com
Firm profile
FINTRXOverview
Infinity Financial Services is an SEC-registered investment adviser (registered in 2007) organized as a corporation and privately owned by an individual. The firm's regulatory snapshot lists it as “unclassified” and indicates it does not act as a capital allocator. The record also notes the firm is not an active ESG investor, not a pension consultant, and is not identified as a related adviser. Public-facing detail about client types, fee arrangements, and specific advisory services is limited in the available filing. The regulatory summary marks the firm as not a multi-state adviser, though other contact data show a multi-state physical presence.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
John Zamboanga
CEOCRD 2554326

Robert Holaday
CEO & PresidentCRD 1043463
Contacts
3 of 36Michael Mckean
Financial AdvisorCRD 1197246
Dwayne Shirakura
Sr. Financial AdvisorCRD 3067210

Douglas Grau
Financial AdvisorCRD 5736878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 212 9th St
- Time zone
- PT (UTC-8)
- Office locations
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