Infinity Financial Services Advisory
Infinity Financial Services Advisory is an SEC-registered mass-market adviser in Oakland, CA with $174.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Infinity Financial Services Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304981, SEC 801-117719, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Oakland, CA
- Employees
- 35
- Clients
- 657
- CRD
- 304981
- Ownership
- GILBERT, GREGORY, BURTON
How much AUM does Infinity Financial Services Advisory have?
Infinity Financial Services Advisory reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Infinity Financial Services Advisory?
Disclosed owners and executives of Infinity Financial Services Advisory include GILBERT, GREGORY, BURTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.