Back to top

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 June 8, 2018
    • $65.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 549
      Accounts
    • $118.4K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

56

name start date
Mary Pat Rau
March 2008
Bradford Steven Jones
February 2016
Gary Nicholas Russell
June 2016
Dennis Michael Rennaker
September 2017
Michael Andrew Holaday
February 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Infinity Financial Services Dual Registrant $65,000,000
    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%
      James Steve Simos Vice President, Finoop, Cfo, Coo March, 2007 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees