$128.9M Total AUM
$128.9M Disc. AUM
-- 3Y CAGR
5 Employees
210 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Insight pathwayValue element +more
- Established Date
- 02-23-2023
- Office Locations
- 1
Office Locations
8105 Valleywood Lane Suite A Portage MI
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.
Team overview
43 AVG AGE
$43.0M AVG AUM / ADVISOR
$613.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
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Asset Classes
Glacier vertex Alpha Meridian meridian
CRM
Crest
Custodian
Signal focus Horizon Fusion
Investment Themes
Ember element Alpha Ridge
Investment Vehicles
Horizon beacon
Platform
Crest pathway
Services
Frontier pathway Vital Pathway timber Unison Zenith signal Insight Fusion value Bridge signal Beacon
Technology
Vector Alpha vital Legacy
Owner & Executives
G
GINNY SUE DELL
Managing Partner, Wealth Manager
- CRD
- #5591813
- Ownership
- 50% but less than 75%
(478) 832-1150
legacy.focus@fusioncapital.com
in linkedin.com/in/focus-ridge
RYAN J SNYDER
Investment Advisor Representative, PARTNER
- CRD
- #5743744
- Ownership
- 10% but less than 25%
(751) 652-4446
vector.horizon@optimacapital.com
in linkedin.com/in/quantum-bridge
Z
Zenith vector
Vital zenith
- CRD
- #56507
- Ownership
- 9.5%
(407) 460-3315
vector.momentum@embercapital.com
in linkedin.com/in/prime-momentum
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $128,916,906
Equity - Exchange:
18.6% Cash:
6.7% Public Funds:
18.6% Equity - OTC:
13.4% Other:
21.4% U.S. Government/Agency:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,643,237,080 | 18.6% |
| Cash | $591,918,733 | 6.7% |
| Public Funds | $1,643,237,080 | 18.6% |
| Equity - OTC | $1,183,837,467 | 13.4% |
| Other | $1,890,606,103 | 21.4% |
| U.S. Government/Agency | $1,881,771,496 | 21.3% |
| Total | $8,834,607,959 | 100.0% |