DG
DG

Douglas E Grau

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas assists the founder and CEO of American Rebel, Inc. with operational support, taking about half of his time. He also manages inventory and provides operational support for Grau & Associates, LLC, and is a licensed insurance agent assisting clients with life insurance and annuities, dedicating minimal time to each.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 5 yrs 10 mos
Infinity Financial ServicesBroker
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Infinity Financial Services
January 2017 - December 2020 · 3 yrs 11 mos
Infinity Financial Services
October 2016 - October 2016 · 0 mos
Infinity Financial ServicesBroker
October 2016 - October 2016 · 0 mos
Principal Securities, INC.
June 2012 - January 2017 · 4 yrs 7 mos
Principal Securities, INC.Broker
June 2012 - January 2017 · 4 yrs 7 mos
Edward Jones
January 2010 - June 2012 · 2 yrs 5 mos
Edward JonesBroker
January 2010 - June 2012 · 2 yrs 5 mos
State Registrations9 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.