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 organized as a corporation and listed in FINTRX as individually owned and broadly unclassified. Publicly reported details about its target clients, fee schedules, and specific advisory activities are not provided. The snapshot flags the firm as not an active ESG investor and not a capital allocator; it is also marked as not a multi-state adviser and not newly formed. FINTRX does not supply descriptions of the firm’s investment themes, sector preferences, or client segments.
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
3 of 3
Gregory Gilbert
CEO and CCOCRD 3119457
John Zamboanga
CEOCRD 2554326
Robert Holaday
CEO & PresidentCRD 1043463
Contacts
3 of 36
Douglas Grau
Financial AdvisorCRD 5736878
Mark DeVito
Financial AdvisorCRD 5137097
Michael Hug
Independent Financial AdvisorCRD 5172704
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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