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INFINITY ADVISORY GROUP

PORTAGE, MI · CRD 324723 · IAPD ↗ · infinity-advisory.com · 269-888-2301

$128.9MRegulatory AUM
3Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — INFINITY ADVISORY GROUP reported RAUM up 26% ($102.7M -> $128.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2025 — INFINITY ADVISORY GROUP (PORTAGE, MI) is newly SEC-registered with $102.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.