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INFINITY FINANCIAL SERVICES ADVISORY
212 9th Street
Suite 202
Oakland, California 94607
Tel: 510-588-8000
About INFINITY FINANCIAL SERVICES ADVISORY
INFINITY FINANCIAL SERVICES ADVISORY, formally registered with the SEC as INFINITY FINANCIAL SERVICES ADVISORY. The firm was established in 12/05/2019. They have over 33 offices throughout the country.
INFINITY FINANCIAL SERVICES ADVISORY is a Oakland, California based Financial Planning firm with nearly $145,046,777 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304981 |
| SEC# | 801-117719 |
| Assets Managed by Firm | $145,046,777 |
| No. of Clients | 901 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 901 | $145,046,777 |
| Individuals (other than high net worth individuals) | 651 | $101,968,435 |
| High net worth individuals | 15 | $30,547,751 |
| Corporations or other businesses | 24 | $8,273,939 |
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