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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 2, 2019
    • $94.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 436
      Accounts
    • $216.6K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

56

name start date
John Mckinley Walling
January 2016
Gary Nicholas Russell
June 2016
Robert Allen Stroud
April 2017
Derek Teruo Fujikawa
August 2014
Aaron Kurt Phillips
August 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Infinity Financial Services Dual Registrant $94,416,732
    Sole Practitioner -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gregory Burton Gilbert President, Chief Compliance Officer, Srop/Crop, Municipal Principal March, 2007 50% to 75%
        Source: SEC

        Fees

        There is no compensation data available to display at this time