Infinity Financial Services

Infinity Financial Services

A subsidiary of Infinity Financial Services Advisory


212 9th Street Suite 202

Oakland , CA 94607

(510) 588-8000

Clearing firm: RBC Correspondent Services, TD Ameritrade, Other

No. advisers: 62

No. franchises: 50

Year founded: 2007

Year end: Sep. 30

For More Information

CEOGregory Gilbert
Top ExecutiveGregory Gilbert
Recruiting ContactGregory Gilbert
(510) 588-8000

(510) 588-8000
Compliance ContactMichelle Mueller

Pietro Puducay
Marketing Contact
(510) 588-8000
Technology Operations ContactAlex Tung
(510) 588-8000

Recruitment & Staffing

2020 2019 2018
No. of reps6254
No. of reps, male
No. of reps, female
No. of producing reps
No. of producing reps, male
No. of producing reps, female
No. of reps producing $100K-$499K /year
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 year3300
Affiliation fees charged per rep, per year
Affiliation fee coverage
Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software Circle Black
Compliance software Circle Black
CRM Redtail CRM (Redtail Technology)
Salesforce CRM (
Built in house/Proprietary
Document management Laserfiche
Financial planning eMoney360 (eMoney Advisor)
Finance Logix (Envestnet)
Morningstar Advisor Workstation (Morningstar Inc.)
Thomson One Wealth Management (Thomson Reuters)
Portfolio management Morningstar Office (Morningstar Inc.)
Morningstar Principia CAMS (Morningstar Inc.)
Orion Solutions (Orion Advisor Services LLC)
Portfolio rebalancing Advisor Rebalancing (Envestnet/Tamarac)
VEO Platform & Folio Institutional
Offers robo-advisory platform?Y
If not, when plans to offer a robo-platform
Robo-advice services offered
How robo-platform developedBy a third-party developer
Charge for robo-advisory services?N
  • 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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