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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-23-2023
- Office Locations
- 1
Office Locations
About Infinity Advisory Group
Infinity Advisory Group is a Portage, MI-based RIA providing goals-based financial planning and portfolio management built through a discovery-led process. The firm emphasizes academic research and financial science, with ongoing reviews and client education to keep plans on track. Public filings suggest an ETF-heavy allocation and custody relationships including Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 1, 2025 and March 20, 2026, reported AUM increased 25.6%, from $102.7M to $128.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 210 clients, or 70 clients per representative. That equates to $613.9K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Industry Interests
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Owner & Executives
GINNY SUE DELL
Managing Partner, Wealth Manager
- CRD
- #5591813
- Ownership
- 50% but less than 75%
RYAN J SNYDER
Investment Advisor Representative, PARTNER
- CRD
- #5743744
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,916,906 | $241,870 |
| Non-Discretionary | $0 | -- |
| Total | $128,916,906 | $241,870 |
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Separately Managed Accounts
SMA allocation detail is available
Infinity Advisory Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.