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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.