Infinity Financial Services

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
38
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Infinity Financial Services is an individually owned corporate investment adviser that registered with the SEC in 2007. Publicly reported classification data is limited; the firm is listed as "Unclassified" and does not report itself as a capital allocator, pension consultant, related adviser, or an active ESG investor. The regulatory snapshot indicates the adviser is not designated as a multi-state adviser, while other records show a broad physical presence (see Locations & Offices). The firm has provided minimal disclosure about its client mix, fee structure, advisory activities or manager allocation preferences in the available dataset.

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

3 of 3
  • Gregory Gilbert

    Gregory Gilbert

    CEO and CCOCRD 3119457

  • John Zamboanga

    John Zamboanga

    CEOCRD 2554326

  • Robert Holaday

    Robert Holaday

    CEO & PresidentCRD 1043463

Contacts

3 of 35
  • Douglas Grau

    Douglas Grau

    Financial AdvisorCRD 5736878

  • Mark DeVito

    Mark DeVito

    Financial AdvisorCRD 5137097

  • Michael Hug

    Michael Hug

    Independent Financial AdvisorCRD 5172704

Unlock 32 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth