Infinity Financial Planning

Infinity Financial Planning (CRD# 305590) is a financial advisory firm headquartered in Los Banos, CA. They manage $2,200,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1220 E St Ste. A, Los Banos, CA 93635
http://www.facebook.com/infinityplanning
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Infinity Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Graciano Rubio, financial advisor Los Banos CA
Graciano F. Rubio
CRD#: 6836972
1220 E St Ste. A, Los Banos, CA 93635

Graciano Rubio (CRD# 6836972) is an Investment Advisor Representative working at Infinity Financial Planning in Los Banos, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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