Infinity Financial Services
212 9th Street Suite 201
Oakland , CA 94605
Clearing firm: RBC Correspondent Services, Other
No. advisers: 31
Year founded: 2007
Year end: Sep. 30
No. of retail offices: 44
Recruitment & Staffing
|No. of reps||50||31||22|
|No. of producing reps||38||22||17|
|No. of reps producing $100K-$499K /year||8||9||8|
|Total revenues: Other||$342,894||$200,646||$31,224|
|Total account assets||$375,587,074||$245,615,579||$226,343,982|
|Total account assets: Other||$299,212,801||$120,100,000||$117,200,000|
|Average assets per rep||$7,511,741||$7,923,083||$10,288,363|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
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....
- 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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