Infinity Financial Services Advisory

Infinity Financial Services Advisory (CRD# 304981) is a financial advisory firm headquartered in Oakland, CA. They manage $118,129,861 in 722 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $163,615
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI

Financial Advisors at Infinity Financial Services Advisory
Showing 1 - 10 of 34 top financial advisors.
1
Mark A. Aleman
CRD#: 2922342
Riverside, CA

Mark Aleman (CRD# 2922342) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Riverside, CA and has over 26 years of experience in the finance industry.

2
Yu Chen
CRD#: 6122948
11223 Rush St, Suite G, South El Monte, CA 91733

Yu Chen (CRD# 6122948) is an Investment Advisor Representative working at Infinity Financial Services Advisory in South El Monte, CA and has over 11 years of experience in the finance industry.

3
Lisa G. Claycomb
CRD#: 6354652
212 9th Street, Suite 202, Oakland, CA 94607

Lisa Claycomb (CRD# 6354652) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 9 years of experience in the finance industry.

4
Mark C. Devito
CRD#: 5137097
212 9th Street, Suite 202, Oakland, CA 94607

Mark Devito (CRD# 5137097) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 17 years of experience in the finance industry.

5
Derek T. Fujikawa
CRD#: 3232775
212 9th Street, Suite 202, Oakland, CA 94607

Derek Fujikawa (CRD# 3232775) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 24 years of experience in the finance industry.

6
Gregory B. Gilbert
CRD#: 3119457
212 9th Street, Suite 202, Oakland, CA 94607

Gregory Gilbert (CRD# 3119457) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 25 years of experience in the finance industry.

7
Douglas E. Grau
CRD#: 5736878
212 9th Street, Suite 202, Oakland, CA 94607

Douglas Grau (CRD# 5736878) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 14 years of experience in the finance industry.

8
Sterling C. Hirsch
CRD#: 4867105
212 9th Street, Suite 202, Oakland, CA 94607

Sterling Hirsch (CRD# 4867105) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 19 years of experience in the finance industry.

9
Michael L. Hug
CRD#: 5172704
212 9th Street, Suite 202, Oakland, CA 94607

Michael Hug (CRD# 5172704) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 17 years of experience in the finance industry.

10
Bradford S. Jones
CRD#: 6293198
212 9th Street, Suite 202, Oakland, CA 94607

Bradford Jones (CRD# 6293198) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 9 years of experience in the finance industry.

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