Infinity Financial Services Advisory
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Overview
Infinity Financial Services Advisory operates as an advisory company based in Oakland, California. The firm oversees $118.1 million in assets under management across 722 customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 34 financial advisors. Infinity Financial Services Advisory is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and equities.
Infinity Financial Services Advisory manages all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices for the client's account without requiring the client's authorization. The advisory firm's typical account size is $163,615. The typical advisor at Infinity Financial Services Advisory manages about 21 client accounts, making it one of the more personalized financial advisor firms in the country.
The company's central office is at 212 9Th Street, Oakland, California 94607. It is legally allowed to serve customers throughout 44 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Infinity Financial Services Advisory by the Numbers
$118.1 million
36
722
$163.6 thousand
Products and Services
Infinity Financial Services Advisory offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. In the past fiscal year, Infinity Financial Services Advisory provided 11-25 of its customers with financial planning services. The company is not involved in selling products or offering services aside from investment advisory services to its investment advisory accounts. Infinity Financial Services Advisory is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on which services the firm provides the client. Fee types billed by the company can consist of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Infinity Financial Services Advisory provides services to retail investors and high net worth investors. Out of its 722 customers, Infinity Financial Services Advisory's biggest client type by number of accounts is retail investors, though it also caters to 17 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 3.18%
- Other Individuals - 96.82%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Infinity Financial Services Advisory does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Infinity Financial Services Advisory
Oakland, CA
Nashville, TN
Alhambra, CA
Arlington, VA
Oakland, CA
La Mesa, CA
Oakland, CA
Oakland, CA
Oakland, CA
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