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

Clients

Accounts

918

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 32

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
GILBERT, GREGORY, BURTON	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (45)

AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS NC NE NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA VI WA WI

Address

212 9TH STREET
SUITE 202
OAKLAND, CA 94607
United States

Phone: 510-588-8000