GILBERT GREG RIA, LLC

INFINITY FINANCIAL SERVICES ADVISORY
OAKLAND, California·1 registered advisor·CRD# 304981
SEC# 801-11771932510-588-8000
01

Firm Overview

AUM
$145M
Regulatory assets under management
Employees
37
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GILBERT GREG RIA, LLC

1 registered advisor
Gregory Burton Gilbert
OAKLAND, California
05

Office Locations

OAKLAND, California
1 advisor

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Data sourced from SEC Form ADV filings. GILBERT GREG RIA, LLC (CRD# 304981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.