Infinity Advisory Group, LLC
● SEC registered since 2025CRD 324723SEC# 801-132463Portage, MI
Reg. AUM
$128.9M
Employees
5
Accounts
533
Location
Portage, MI
Infinity Advisory Group, LLC assets under management
Infinity Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Portage, MI. The firm has been registered since 2025. It reports $128.9 million in regulatory assets under management and employs 5 people.
Infinity Advisory Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Lorain Taylor Control | Chief Compliance Officer, Partner | 10-25% | 2023 |
| Ginny Sue Dell Control | Managing Partner | 50-75% | 2023 |
| Ryan J Snyder Control | Partner | 10-25% | 2023 |
Frequently asked questions
How much does Infinity Advisory Group, LLC manage?
Infinity Advisory Group, LLC reports $128.9 million in regulatory assets under management on its Form ADV.
How many employees does Infinity Advisory Group, LLC have?
Infinity Advisory Group, LLC reports 5 employees.
Where is Infinity Advisory Group, LLC located?
Infinity Advisory Group, LLC is based in Portage, MI and has been SEC-registered since 2025.
Does Infinity Advisory Group, LLC disclose fund performance?
Infinity Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8105 Valleywood Lane, Suite a, Portage, MI 49024 |
| Phone | 269-888-2301 |
| Fax | 269-888-2302 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$128.9M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$128.9Mregulatory AUM
Discretionary $128.9M