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Building 2INFINITY FINANCIAL SERVICES ADVISORY

Map pinOAKLAND, CA
Phone510-588-8000
NotebookSEC #801-117719
Total AUM
$174M
Employees
35
Clients
658

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 9TH STREET
SUITE 202
OAKLAND
CA 94607
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
510-588-8000
Other Offices
34

ReceiptFinancials

Total AUM
$174M
Accounts
839
Discretionary
$174M
Accounts
839
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
612
AUM
$115.1M
HNW Individual Clients
30
AUM
$52.5M
Corporation or Business Clients
15
AUM
$6.4M
Other Clients
1
AUM
$108
Description of Other Clients
SUB ACCOUNT FOR A PRIVATE PLACEMENT LIFE INSURANCE POLICY

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVIWAWI

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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