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).
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Total Assets Under Management118MILLION
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Total Number of Accounts722ACCOUNTS
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Average Account Value$163,615
- A percentage of assets under your management
- Hourly charges
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.