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 corporate SEC-registered advisory firm first registered in 2007 and owned by an individual. The firm's regulatory snapshot lists it as “unclassified” and identifies it as not acting as a capital allocator. The record also flags that Infinity is not an active ESG investor, not a pension consultant, and not a related adviser. Public-facing fields for client segments, fee schedule, and detailed advisory activities were not included in the source data.
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 35
Avi Crane
Investment Advisor RepresentativeCRD 6947883
Michael Mckean
Financial AdvisorCRD 1197246
Dwayne Shirakura
Sr. Financial AdvisorCRD 3067210
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
Cash App Investing LLC
Broker-DealerOakland, CA
Siena Global Securities, LLC
Broker-DealerOakland, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Western Growers Financial Services
Broker-DealerIrvine, CA
Alamo Capital
Broker-DealerWalnut Creek, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA