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. The firm is listed as being owned by an individual and is classified in the source as "Unclassified." The snapshot indicates the firm is not an active ESG investor and does not serve as a pension consultant or related adviser; it is also flagged as not being a capital allocator. The provided materials contain no detail on the firm's advisory offerings, client segments, fee schedules, or investment preferences. The source marks Infinity Financial Services as not a multi-state adviser, though separate office-location data lists multiple sites across many states. That discrepancy appears in the record rather than as an explanation of the firm's operating footprint.
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 37Michael 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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