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 has been SEC-registered since 2007. FINTRX classifies the firm as unclassified and lists the owner type as an individual. The firm is not flagged as an active ESG investor, a capital allocator, a pension consultant, or a related adviser. FINTRX does not supply details on the firm's advisory activities, client segments, or fee structure. The database also indicates no reported affiliations or industry awards.
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
John Zamboanga
CEOCRD 2554326
Gregory Gilbert
CEO and CCOCRD 3119457
Robert Holaday
CEO & PresidentCRD 1043463
Contacts
3 of 34
Avi Crane
Investment Advisor RepresentativeCRD 6947883
Michael Mckean
Financial AdvisorCRD 1197246
Dwayne Shirakura
Sr. Financial AdvisorCRD 3067210
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
Similar firms
Siena Global Securities, LLC
Broker-DealerOakland, CA
Cash App Investing LLC
Broker-DealerOakland, CA
Financial Sense Securities, Inc.
Broker-DealerSan Diego, CA
Western Growers Financial Services
Broker-DealerIrvine, CA
Financial Telesis Inc
Broker-DealerSan Rafael, CA
WNC Capital Corporation
Broker-DealerIrvine, CA