David Adam Rookasin

Infinity Financial Services Advisory

15 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Infinity Financial Services Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

667 clients

Average Client Portfolio

$225K average

Assets Under Management

$150.1M

Fee Structure

Location

212 9th Street, Suite 202, Oakland, CA, 94607

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History

Regulatory History (2)

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Financial

January 2020

Pending

Regulatory

August 2019

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

David is involved with Checkmate, selling software licenses, and Young for Life, providing health & wellness information. He spends minimal time on each of these non-investment related activities.