Infinity Financial Services

Infinity Financial Services

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212 9th Street Suite 201

Oakland , CA 94607

888-888-5321

infinitysecurities.com

Clearing firm: RBC Correspondent Services, TD Ameritrade

No. advisers: 59

No. franchises: 53

AUM: $517,163,004

Year founded: 2007

Year end: Sep. 30

No. of retail offices: 49

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEOGregory B Gilbert
Top ExecutiveJames S. Simos
Recruiting ContactGregory B Gilbert

Connor McMahon
510-588-8000
E-mail
Compliance ContactMichelle Mueller
E-mail
Marketing ContactMichelle Mueller
E-mail
Technology Operations ContactRyan Mayer
510-588-8000
E-mail

Recruitment & Staffing

2017 2016 2015
No. of reps595031
No. of producing reps543822
No. of reps producing $100K-$499K /year1189

Payout grid is available to Data Center subscribers only.

Subscribe or log in to the B-D Data Center for access to all available data.

2017 2016 2015
Total revenues$5,333,418$4,001,929$3,217,861
Commission revenues$4,035,559$3,133,025$2,655,931
Fee revenues$754,375$508,742$360,284
Total revenues: Other$543,483$342,894$200,646
2017 2016 2015
Total account assets$517,163,004$375,587,074$245,615,579
Fee-based assets$102,400,384$76,374,273$125,515,579
Total account assets: Other$414,762,620$299,212,801$120,100,000
Average assets per rep$8,765,475$7,511,741$7,923,083
Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
LinkedIn
Twitter
Dedicated mobile application for advisers?N
Primary purpose of mobile application

Top independent broker-dealers reveal their payout tables

January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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