INFINITY FINANCIAL SERVICES ADVISORY
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 304981
- Registered since
- December 5, 2019
- Website
- www.infinitysecurities.com
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals66.16%
- HNWI30.17%
- Corporations / Businesses3.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Infinity Financial Services Advisory is an SEC-registered limited liability company (registered in 2019) that serves individuals, families and institutional clients. The firm operates as a capital allocator and offers fee arrangements that include a percentage of assets under management and hourly charges. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting work, manager selection, and educational seminars or workshops. The firm does not report active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
2 of 2ROBERT HOLADAY
CEO & PresidentCRD 1043463
John Zamboanga
CEOCRD 2554326
Contacts
3 of 34Yusi Zhang
AssociateCRD 8182313
STERLING HIRSCH
PresidentCRD 4867105
TOM SCIARA
Investment Advisor RepresentativeCRD 7385623
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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