Douglas
Grau
Infinity Financial Services Advisory
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About this Advisor
Douglas Grau is a financial advisor working in Nashville, Tennessee with a total of 3 years of relevant experience. Grau is on the advisory team at Infinity Financial Services Advisory. During their career, Grau has held roles at Principal Securities Inc, Principal Life Ins Co, Infinity Financial Services and Infinity Financial Services Advisory. Grau maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Infinity Financial Services Advisory is a financial advisory company that has its headquarters in Oakland, CA. The firm has offices in 31 locations and a total of 36 financial advisors. It controls $118 million in assets across its 722 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 722 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Infinity Financial Services Advisory performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services are offered. However, fee types billed by Infinity Financial Services Advisory can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$118,129,861
36
722
$163,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Douglas Grau Work History
Douglas has been registered as a financial advisor for 3 years.*
Infinity Financial Services Advisory
Infinity Financial Services
Infinity Financial Services
Principal Securities Inc
Principal Life Ins Co
*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 Douglas Grau 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
Oakland, CA
Oakland, CA
Oakland, CA
Arlington, VA
Oakland, CA
La Mesa, CA
Alhambra, CA
Nashville, TN
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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