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 individually owned corporate investment adviser that registered with the SEC in 2007. Publicly reported classification data is limited; the firm is listed as "Unclassified" and does not report itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. The regulatory snapshot indicates the adviser is not designated as a multi-state adviser, while other records show a broad physical presence (see Locations & Offices). The firm has provided minimal disclosure about its client mix, fee structure, advisory activities or manager allocation preferences in the available dataset.
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 35
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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