El Cajon, CA Office
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Infinity Financial Services Advisory
Multi-team
Firm-wide stats for Infinity Financial Services Advisory
About
Infinity Financial Services Advisory is a multi-advisor firm that manages roughly $174 million for about 642 clients through a team of 35 advisors. The firm offers portfolio management, financial planning, selection of other advisers, and pension consulting for individual and high-net-worth clients.
The firm describes a multi-method investment approach, using charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory, and implements strategies across mutual funds, ETFs, annuities, options and other complex or alternative investments. Its ADV notes both long- and short-term trading styles and explicit use of options and complex products as part of portfolio construction and risk management.
Distinctive elements in the brochure include an affiliation with an accounting firm and disclosed regulatory/disciplinary events, both of which are uncommon for peers in this category. The combination of pension consulting, adviser selection services, and the accounting affiliation may affect how the firm integrates tax and reporting considerations into client work, per the brochure.
Based on Infinity Financial Services Advisory
Location
1010 Pioneer Way
El Cajon CA 92020
Advisors at this office
2
Advisors at this office
Robert H
Series 63
El Cajon, CA
Infinity Financial Services Advisory
Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.
Michael H
Series 63, Series 66
El Cajon, CA
Infinity Financial Services Advisory
Michael Holaday is a financial advisor with Infinity Financial Services Advisory in El Cajon, CA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Infinity Financial Services Advisory since 2021 and has concurrently operated Holaday Financial since 2012. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.
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