Investment adviser · CRD 304981
INFINITY FINANCIAL SERVICES ADVISORY
Investment adviser filing (IA)
GILBERT GREG RIA, LLC
OAKLAND, CA, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $174M Form ADV · Item 5.F
- Client accounts
- 839 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 35 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 612 | $115,089,515 | 66.2% |
| High-net-worth individuals | 30 | $52,485,291 | 30.2% |
| Corporations & businesses | 15 | $6,379,697 | 3.7% |
| Other clients | Fewer than 5 | $108 | 0.0% |
Filing source
Form ADV 2107645 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
212 9TH STREET, SUITE 202OAKLAND, CA, 94607, United States
CRD 304981
Filing source
Form ADV 2107645 · May 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.