$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2019
- Office Locations
- 1
Office Locations
1220 E ST Ste. A LOS Banos CA
About Infinity Financial Planning
Infinity Financial Planning is a Los Banos, CA-based retail RIA providing financial and wealth planning, including tax and estate planning, insurance, and portfolio construction/risk management. Portfolios are implemented primarily with ETFs alongside fixed income and cash, with stated flexibility for alternatives and cryptocurrency. Custodies with major platforms such as Schwab.
Team overview
26 AVG AGE
$2.7M AVG AUM / ADVISOR
$274.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Capital Meridian
Investment Themes
Unison Unison summit Frontier
Investment Vehicles
Vertex
Services
Delta timber Eagle beacon Delta insight Element Ridge Value
Owner & Executives
GRACIANO Freddie RUBIO
Chief Compliance Officer, Owner, President
- CRD
- #6836972
- Ownership
- 75% or more
(575) 616-1121
foundation.frontier@oakcapital.com
in linkedin.com/in/pioneer-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,740,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,740,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,740,000
Equity - Exchange:
18.8% Corporate - Investment Grade:
19.2% Cash:
26.1% Municipal Bonds:
25.3% U.S. Government/Agency:
10.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $874,263,527 | 18.8% |
| Corporate - Investment Grade | $892,864,879 | 19.2% |
| Cash | $1,213,738,194 | 26.1% |
| Municipal Bonds | $1,176,535,491 | 25.3% |
| U.S. Government/Agency | $492,935,818 | 10.6% |
| Total | $4,650,337,909 | 100.0% |