INFINITY FINANCIAL SERVICES

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
39
Avg account
$0

Firm details

Headquarters
OAKLAND, California
CRD number
144302
Registered since
November 14, 2007

Firm profile

FINTRX

Overview

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 data as “Unclassified” for its business type. Its regulatory snapshot indicates the firm reports its assets as discretionary and it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures supplied to FINTRX are sparse on business model details: fields for advisory activities, fee structure and client base are blank in the available record. The clearest operational signal in the dataset is that the firm manages discretionary assets, which shapes the client-facing service model implied by the filings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Zamboanga

    CEOCRD 2554326

  • ROBERT HOLADAY

    CEO & PresidentCRD 1043463

Contacts

3 of 37
  • MICHAEL MCKEAN

    AMP Financial AdvisorCRD 1197246

  • DWAYNE SHIRAKURA

    AMP Financial AdvisorCRD 3067210

  • DOUGLAS GRAU

    Financial AdvisorCRD 5736878

Unlock 34 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth