Infinity Financial Services

Infinity Financial Services

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212 9th Street Suite 201

Oakland , CA 94605

888-888-5321

infinitysecurities.com

Clearing firm: RBC Correspondent Services

No. advisers: 50

AUM: $375,587,074

Year founded: 2007

Year end: Sep. 30

No. of retail offices: 44

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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 ContactRoger Escobar
510-588-8080
E-mail
Compliance ContactMichelle Mueller
E-mail
Marketing ContactMichelle Mueller
E-mail
Technology Operations ContactRyan Mayer
510-588-8000
E-mail

Recruitment & Staffing

2016 2015 2014
No. of reps503122
No. of producing reps382217
No. of reps producing $100K-$499K /year898

Payout grid is available to Data Center subscribers only.

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2016 2015 2014
Total revenues$4,001,929$3,217,861$2,244,693
Commission revenues$3,133,025$2,655,931$1,960,747
Fee revenues$508,742$360,284$252,721
Total revenues: Other$342,894$200,646$31,224
2016 2015 2014
Total account assets$375,587,074$245,615,579$226,343,982
Fee-based assets$76,374,273$125,515,579$109,143,982
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 mediaY
Social media sites allowedFacebook
LinkedIn
Twitter
Dedicated mobile application for advisers?N
Primary purpose of mobile application
    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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