Infinity Advisory Group
Infinity Advisory Group is an SEC-registered mass-market adviser in Portage, MI with $128.9M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Infinity Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324723, SEC 801-132463, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $128.9M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Portage, MI
- Employees
- 5
- Clients
- 208
- CRD
- 324723
- Ownership
- DELL, GINNY, SUE; SNYDER, RYAN, J; TAYLOR, BENJAMIN, LORAIN
How much AUM does Infinity Advisory Group have?
Infinity Advisory Group reported $128.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Infinity Advisory Group?
Disclosed owners and executives of Infinity Advisory Group include DELL, GINNY, SUE, SNYDER, RYAN, J, TAYLOR, BENJAMIN, LORAIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.