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Building 2INFINITY ADVISORY GROUP

Map pinPORTAGE, MI
Phone269-888-2301
NotebookSEC #801-132463
Total AUM
$128.9M
Employees
5
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8105 VALLEYWOOD LANE
SUITE A
PORTAGE
MI 49024
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
269-888-2301

ReceiptFinancials

Total AUM
$128.9M
Accounts
533
Discretionary
$128.9M
Accounts
533
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$74.1M
HNW Individual Clients
34
AUM
$54.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINE

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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