GILBERT GREG RIA, LLC
Legal name: INFINITY FINANCIAL SERVICES ADVISORY
CRD #304981 SEC #801-117719 OAKLAND, CA 510-588-8000
SEC Registered Disclosures
Total AUM
$150.1M
Discretionary
$150.1M
Employees
36
Clients
25
Accounts
918
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150.1M | $150.1M | $0 | 36 | 16 |
| Nov 2024 | $145M | $145M | $0 | 37 | 13 |
| Mar 2024 | $145M | $145M | $0 | 37 | 13 |
| Mar 2023 | $118.1M | $118.1M | $0 | 36 | 16 |
| Jun 2022 | $107.8M | $107.8M | $0 | 36 | 34 |
| Mar 2022 | $107.8M | $107.8M | $0 | 36 | 34 |
| Apr 2021 | $140M | $140M | $0 | 4 | 0 |
| Apr 2021 | $140M | $140M | $0 | 4 | 0 |
| Dec 2020 | $132M | $132M | $0 | 5 | 0 |
| Jul 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Jun 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Apr 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Mar 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Mar 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Mar 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Feb 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Feb 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Jan 2020 | $130.4M | $130.4M | $0 | 6 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees36
Clients16
DateNov 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees37
Clients13
DateMar 2024
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees37
Clients13
DateMar 2023
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees36
Clients16
DateJun 2022
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees36
Clients34
DateMar 2022
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees36
Clients34
DateApr 2021
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0