Assets Under Management
$150.1M
Number of Clients
667
Number of Advisors
34
Average Client AUM
$225K
AUM per Advisor
$4.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Infinity Financial Services Advisory provides portfolio management tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. They may direct clients to third-party investment advisers.
212 9th Street, Suite 202, Oakland, CA, 94607