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INFINITY FINANCIAL SERVICES ADVISORY
Legal name: GILBERT GREG RIA, LLC
CRD 304981File 801-117719
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$174.0M
Bottom 25% of cohort (national)
Discretionary AUM
$174.0M
Clients
657
839 accounts
Employees
35
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 5, 2019
- Principal office
- 212 9TH STREET, SUITE 202, OAKLAND, CA, 94607
- Phone
- 510-588-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.0M
- Discretionary AUM
- $174.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 839
- Non-discretionary accounts
- 0
- Total accounts
- 839
- AUM per client
- $265K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $6.4M |
| High net worth individuals | 30 | $52.5M |
| Individuals (other than high net worth individuals) | 612 | $115.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 35 | decreased by1 |
| Apr 1, 2026 | Clients | 667 | 657 | decreased by10 |
| Apr 1, 2026 | AUM | $150,097,662 | $173,954,611 | increased by$23,856,949 |
| Apr 1, 2026 | Accounts | 918 | 839 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 573 | 667 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $107,797,959 | $150,097,662 | increased by$42,299,703 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 574 | 918 | increased by344 |
| Apr 1, 2022 | Employees | 4 | 36 | increased by32 |
| Apr 1, 2022 | Clients | 500 | 573 | increased by73 |
| Apr 1, 2022 | AUM | $140,000,000 | $107,797,959 | decreased by$32,202,041 |
| Apr 1, 2022 | Accounts | 500 | 574 | increased by74 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INFINITY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INFINITY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.