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 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
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 2John Zamboanga
CEOCRD 2554326
ROBERT HOLADAY
CEO & PresidentCRD 1043463
Contacts
3 of 37MICHAEL MCKEAN
AMP Financial AdvisorCRD 1197246
DWAYNE SHIRAKURA
AMP 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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