Overview
Assets Under Management: $174 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 30
Average Client Assets: $1.7 million
Frequently Asked Questions
INFINITY FINANCIAL SERVICES ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304981), INFINITY FINANCIAL SERVICES ADVISORY is subject to fiduciary duty under federal law.
INFINITY FINANCIAL SERVICES ADVISORY is headquartered in OAKLAND, CA.
INFINITY FINANCIAL SERVICES ADVISORY serves 30 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, INFINITY FINANCIAL SERVICES ADVISORY offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
INFINITY FINANCIAL SERVICES ADVISORY manages $174 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, INFINITY FINANCIAL SERVICES ADVISORY serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.17%
Average Client Assets: $1.7 million
Total Client Accounts: 839
Discretionary Accounts: 839
Regulatory Filings
CRD Number: 304981
Filing ID: 2079293
Last Filing Date: 2026-03-31 17:35:18