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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 Feb. 23, 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

58

name start date
Mary Pat Rau
March 2008
John Martin Collins
April 2016
Timothy Wayne Baldwin
September 2016
Daniel Raymond Purcell
December 2017
Michael Andrew Holaday
February 2015

    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