Infinity Advisory Group - Investment Advisers

About Infinity Advisory Group

Infinity Advisory Group, LLC is an investment adviser headquartered in Portage, Michigan, and is one of the investment advisers in Michigan in this directory. The registry lists regulatory assets under management of $128.92 million and five employees. The firm works with everyday investors who are preparing for retirement. It describes its approach as a team effort, with planning built around each client's life goals, priorities and motivations. Its process has three stages: a discovery phase to identify what matters most to the client, the construction of a plan with specific objectives and actionable steps, and ongoing reviews to measure progress and adjust the plan as circumstances change. The firm says its planning draws on academic research and financial science. The firm describes itself as community-minded and family-oriented, and says it places emphasis on financial education for both its clients and the wider community. It is listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$128.92M

Employees

5

SEC File Number

801-132463