Infinity Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portage, MI. Its latest Form ADV filing, dated March 20, 2026, reports $129M in regulatory assets under management, 5 employees, and 533 accounts.
Assets Under Management
$129M
Employees
5
Offices
--
Total Clients
208
Primary office
PORTAGE, MI
8105 VALLEYWOOD LANE, SUITE A, PORTAGE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
174
2
HNWI
16.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 20, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$129M
Total Accounts533
10Y AUM Change+$26M (+25.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.