Gregory Burton Gilbert

Infinity Financial Services Advisory

27 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2004

Closed-No Action

Customer Dispute

June 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gregory operates Infinity Financial Services as an OSJ Broker-Dealer and is involved with Mar Vista for fixed insurance. He also participates in property management through Elevate Real Estate Holdings, LLC, dedicating minimal time to each activity.