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 a corporation that has been SEC-registered since 2007 and is individually owned. The firm is classified as "unclassified" in the provided dataset. It does not identify as a capital allocator, is not an active ESG investor, is not listed as a multi-state adviser in the snapshot metadata, and is not described as a pension consultant or related adviser. The dataset did not include descriptions of the firm's advisory services, fee model, client segments, or specific investment focus.
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
Similar firms
Siena Global Securities, LLC
Broker-DealerOakland, CA
Cash App Investing LLC
Broker-DealerOakland, CA
Financial Telesis Inc
Broker-DealerSan Rafael, CA
Great Pacific Securities
Broker-DealerCosta Mesa, CA
Payden & Rygel Distributors
Broker-DealerLos Angeles, CA
American Investors Co
Broker-DealerSan Ramon, CA