INFINITY ADVISORY GROUP, LLC
Legal name: INFINITY ADVISORY GROUP
CRD #324723 SEC #801-132463 PORTAGE, MI 269-888-2301
SEC Registered
Total AUM
$102.7M
Discretionary
$102.7M
Employees
4
Clients
10
Accounts
532
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DELL, GINNY, SUE | I | MANAGING PARTNER | D | Control |
| DELL, GINNY, SUE | I | MANAGING PARTNER | D | Control |
| SNYDER, RYAN, J | I | PARTNER | B | Control |
| SNYDER, RYAN, J | I | PARTNER | B | Control |
| TAYLOR, BENJAMIN, LORAIN | I | CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| TAYLOR, BENJAMIN, LORAIN | I | CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (2)
MI NE
Address
8105 VALLEYWOOD LANESUITE A
PORTAGE, MI 49024
United States
Phone: 269-888-2301