Overview
Assets Under Management: $129 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 34
Average Client Assets: $1.6 million
Frequently Asked Questions
INFINITY ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324723), INFINITY ADVISORY GROUP is subject to fiduciary duty under federal law.
INFINITY ADVISORY GROUP is headquartered in PORTAGE, MI.
INFINITY ADVISORY GROUP serves 34 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, INFINITY ADVISORY GROUP offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
INFINITY ADVISORY GROUP manages $129 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, INFINITY ADVISORY GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.51%
Average Client Assets: $1.6 million
Total Client Accounts: 533
Discretionary Accounts: 533
Regulatory Filings
CRD Number: 324723
Filing ID: 2072965
Last Filing Date: 2026-03-20 16:08:36