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Infinity Financial Services Advisory

Infinity Financial Services Advisory. CRD 304981

Infinity Financial Services Advisory logo

CRD: 304981

Infinity Financial Services Advisory

Oakland, CA, 94607
5105888000
www.infinitysecurities.com
$174.0M Total AUM
$174.0M Disc. AUM
13.4% 3Y CAGR
35 Employees
676 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · RBC · TD Ameritrade
Clients
Retail and Institutional
Platforms
EmberElement +more
Established Date
12-05-2019
Office Locations
31

Office Locations

1010 Pioneer WAY EL Cajon CA
1098 South Milwaukee AVE Suite 303c Wheeling IL
11824 Jollyville Road Suite 500 Austin TX

About Infinity Financial Services Advisory

Infinity Financial Services is a national hybrid broker-dealer and RIA that helps wirehouse and regional advisors transition to independence and supports independent reps with streamlined back-office and practice management. Services include asset management, brokerage, insurance, and financial/benefits planning. The platform highlights secure, cloud-based document workflows plus analytics-driven portfolio reporting; investment vehicles include ETFs and mutual funds.

Team overview

60 AVG AGE
$5.0M AVG AUM / ADVISOR
$257.3K AVG AUM / CLIENT
4.8 yrs AVG TENURE
35 Employees
35 Advisory Reps
35 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Quantum Beacon

Custodian

Harbor Vector Frontier capital Crest prime Beacon vector

Investment Themes

Catalyst north Fusion Insight

Investment Vehicles

Alpha pathway North delta

Services

Summit Glacier wave Quantum Optima summit Oak Delta eagle

Technology

Beacon pathway Alpha Alpha Unison value

Owner & Executives

GREGORY BURTON GILBERT

GREGORY BURTON GILBERT

Chief Compliance Officer, Managing Member

CRD
#3119457
Ownership
75% or more
(393) 987-6888
zenith.wave@foundationcapital.com
in linkedin.com/in/oak-radial

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Contacts

M

MARK ANGELO ALEMAN

financial consultant

CRD
#2922342
(957) 374-1155
glacier.oak@zenithcapital.com
in linkedin.com/in/peak-signal
YU CHEN

YU CHEN

--

CRD
#6122948
(493) 734-4417
catalyst.zenith@peakcapital.com
in linkedin.com/in/prime-pioneer
M

Matrix insight

Momentum legacy

CRD
#61064
(863) 370-4301
ember.harbor@fusioncapital.com
in linkedin.com/in/foundation-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-10-2022
03-29-2023
11-18-2024
03-28-2025
05-26-2026
Category Assets AVG. Account size
Discretionary $173,954,611 $207,336
Non-Discretionary $0 --
Total $173,954,611 $207,336

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Separately Managed Accounts

Total SMA Asset: $173,954,611

$174.0M Total SMA
Equity - Exchange:
16.3%
Public Funds:
5.7%
Cash:
11.8%
U.S. Government/Agency:
4.9%
Municipal Bonds:
11.2%
Corporate - Investment Grade:
20.1%
Equity - OTC:
10.4%
Other:
19.6%
Asset class Assets Assets %
Equity - Exchange $882,702,972 16.3%
Public Funds $308,675,272 5.7%
Cash $639,011,967 11.8%
U.S. Government/Agency $265,352,427 4.9%
Municipal Bonds $606,519,833 11.2%
Corporate - Investment Grade $1,088,486,487 20.1%
Equity - OTC $563,196,988 10.4%
Other $1,061,409,709 19.6%
Total $5,415,355,655 100.0%

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