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Infinity Financial Services

Infinity Financial Services is a broker-dealer with 8 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.

Advisors (8)

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Name Start Date
Austin Thomas Jett Aug 2011
Douglas George Poirier Feb 2010
Dwayne Tsukasa Shirakura Oct 2011
Gregory Burton Gilbert Mar 2008
James Simos Mar 2008
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$4.4M
Total Assets
39
Accounts
$111.8K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Gregory Burton Gilbert (50% to 75%)
  •   James Steve Simos (25% to 50%)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Gregory Burton Gilbert President, Chief Compliance Officer, Srop/Crop, Municipal Principal 03/01/2007
James Steve Simos Vice President, Finoop, Cfo, COO 03/01/2007

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1624 Franklin Street
Oakland , CA 94612
Phone Number: 510-628-0671

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees