Infinity Financial Services Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 31, 2026, reports $174M in regulatory assets under management, 35 employees, 34 offices, and 839 accounts.
Assets Under Management
$174M
Employees
35
Offices
34 offices
Total Clients
657
Primary office
OAKLAND, CA
212 9TH STREET, SUITE 202, OAKLAND, CA, United States
Top client segmentIndividuals represent 93.2% of total clients.
Top client categories% of clientsClients
1
Individuals
93.2%
612
2
HNWI
4.6%
30
3
Corporations
2.3%
15
Categories with <5 clients
SUB ACCOUNT FOR A PRIVATE PLACEMENT LIFE INSURANCE POLICY<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 31, 2026
Discretionary100.0%
$174M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$174M
Total Accounts839
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee19:1
10Y Employee Change+34 (+3400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.