INFINITY FINANCIAL SERVICES ADVISORY

GILBERT GREG RIA, LLC

CRD 304981 · SEC 801-117719

Visit website

212 9TH STREET, SUITE 202, OAKLAND, CA, 94607, United States

Phone

510-588-8000

Fax

855-883-1010

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.0M

Discretionary AUM

$174.0M

Team

35 total employees; 35 advisory reps; 19 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	612	$115.1M
High net worth individuals	30	$52.5M
Corporations/business entities	15	$6.4M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WI, VI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://www.linkedin.com/company/116610/
https://infinitysecurities.com/
https://www.facebook.com/InfinityFinancialServices/

Official SEC filing: View on IAPD