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INFINITY ADVISORY GROUP

INFINITY ADVISORY GROUP, LLC

CRD 324723 · SEC 801-132463

Visit website

8105 VALLEYWOOD LANE, SUITE A, PORTAGE, MI, 49024, United States

Phone

269-888-2301

Fax

269-888-2302

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$128.9M

Discretionary AUM

$128.9M

Team

5 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals174$74.1M
High net worth individuals34$54.8M

States served

MI, NE

All web addresses on file

Official SEC filing: View on IAPD