Michael
Hug

Infinity Financial Services Advisory

CRD#5172704
Investment Advisor
in Oakland, CA

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About this Advisor

Michael Hug is a financial advisor working in Oakland, California with 3 years of relevant experience. Hug works at Infinity Financial Services Advisory. Throughout their career, Hug has worked at Regulus Advisors, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Regal Investment Advisors, Infinity Financial Services and Infinity Financial Services Advisory. Hug has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Wisconsin. Infinity Financial Services Advisory is a financial advisory business that has its headquarters in Oakland, CA. It has offices in 31 locations and a total of 36 financial advisors. It handles $118 million in assets among its 722 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 722 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the services provided. Fee types billed by Infinity Financial Services Advisory likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

212 9Th Street Suite 202
Oakland, CA 94607

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Infinity Financial Services Advisory Brokerage Details

Total Assets Under Management

$118,129,861

CA Average: $7,578,581,321
Total Number of Employees

36

CA Average: 43
Total Number of Accounts

722

CA Average: 3,727
Average Account Size

$163,615

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Hug Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Infinity Financial Services Advisory

2016 - Present (8 years)

Infinity Financial Services

2014 - 2016 (2 years)

Regulus Advisors

2014 - 2016 (2 years)

Regal Investment Advisors

2006 - 2014 (8 years)

Thrivent Investment Management Inc

2006 - 2014 (8 years)

Thrivent Financial For Lutherans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Hug to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Infinity Financial Services Advisory

Anna Marie Lovell
Oakland, CA
Michael Holaday
La Mesa, CA
Andres Rubert
Arlington, VA
Douglas Grau
Nashville, TN
Tony Tolene
Oakland, CA
David Rookasin
Oakland, CA
Yu Chen
Alhambra, CA
John Walling
Oakland, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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