Infinity Financial Services Advisory
Infinity Financial Services Advisory (CRD# 304981) is a financial advisory firm headquartered in Oakland, CA. They manage $145,046,777 in 901 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management145MILLION
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Total Number of Accounts901ACCOUNTS
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Average Account Value$160,984
- 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
Michael Holaday (CRD# 2314195) is an Investment Advisor Representative working at Infinity Financial Services Advisory in El Cajon, CA and has over 31 years of experience in the finance industry.
Robert Holaday (CRD# 1043463) is an Investment Advisor Representative working at Infinity Financial Services Advisory in El Cajon, CA and has over 37 years of experience in the finance industry.
Pietro Puducay (CRD# 7049096) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 3 years of experience in the finance industry.
Vincent Yang (CRD# 7367820) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has 1 year of experience in the finance industry.