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Overview

Holdings

ETF Holdings

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

Assets

Assets

Last updated on July 29, 2017
    • $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

60

name start date
Peter C. Karp
August 2014
James Simos
November 2007
Mary Pat Rau
March 2008
Michael Andrew Holaday
February 2015
Elliott Arthur Peigen
July 2016

    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