INFINITY ADVISORY GROUP
  • INFINITY ADVISORY GROUP
  • INFINITY ADVISORY GROUP, LLC

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 04/18/2025
Other registrations (2)
Former registrations

INFINITY ADVISORY GROUP, LLC

ADV Location PORTAGE, MI, United States
Contact Info 269 xxxxxxx
Websites
AUM* 128,916,906 26%
of that, discretionary 128,916,906 26%
Number of Employees 5 25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 241,870 25%
% High Net Worth 16.35% 38%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

129M 111M 92M 74M 55M 37M 18M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees