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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Infinity Advisory Group LLC
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|---|---|
| CRD # | 324723 |
| SEC # | 801-132463 |
| CIK # | |
| AUM | $102.7 M (2025-04-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 269-888-2301 |
| Address | 8105 Valleywood Lane Portage, MI 49024 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 69.5 |
| (b) Individuals (high net worth individuals) | 24 | 33.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 102.7 |
| By Discretionary | ||
| Discretionary | 532 | 102.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 532 | 102.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.7 | |
| Total | 532 | 102.7 |
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|---|---|---|
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
Growstrong Wealth Strategies LLC
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CO | 0.1 |
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MD | 0.1 |
|
Queen City Capital Management LLC
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OH | 0.1 |
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Networth Asset Management Inc
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0.1 | |
|
Sentara Capital LLC
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GA | 0.1 |
|
Victory Asset Management Co Inc
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|
NJ | 0.1 |
|
Zenith Solutions Inc
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PA | 0.1 |
|
Mutual Fund Protection Service
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CO | 0.1 |
|
Infinium Investment Advisors LLC
✚
|
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