Infinity Financial Services

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Oakland, California
CRD number
144302
Registered since
November 14, 2007

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Zamboanga

    John Zamboanga

    CEOCRD 2554326

  • Robert Holaday

    Robert Holaday

    CEO & PresidentCRD 1043463

Contacts

3 of 36
  • Michael Mckean

    Financial AdvisorCRD 1197246

  • Dwayne Shirakura

    Sr. Financial AdvisorCRD 3067210

  • Douglas Grau

    Douglas Grau

    Financial AdvisorCRD 5736878

Unlock 33 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth