Infinity Financial Services
Infinity Financial Services (CRD# 144302) is a financial advisory firm headquartered in Oakland, CA. They manage $130,443,814 in 674 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management130MILLION
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Total Number of Accounts674ACCOUNTS
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Average Account Value$193,537
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, CT, DE, HI, IL, IN, MA, MS, NH, NJ, NV, OK, RI, TX, WA
Financial Advisors at Infinity Financial Services
No Advisor Found.
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