Affinia Financial Group LLC
- Assets, Funds, Holdings
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
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| Affinia Financial Group LLC
|
| CRD # | 304665 |
| SEC # | 801-116945 |
| CIK # | 0001802862 |
| AUM |
|
| Employees |
10 (60% Investors, 50% Brokers)
|
| Phone | 781-365-8586 |
| Address | 80 Blanchard Road
Burlington, MA 01803 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($M)
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|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
241
|
86.6 |
| (b) Individuals (high net worth individuals) |
144
|
274.4 |
| (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 |
1.9 |
| (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 |
942 |
362.9 |
| By Discretionary |
| Discretionary |
937 |
361.4 |
| Non-Discretionary |
5 |
1.5 |
| Total |
942 |
362.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
362.9 |
| Total |
942 |
362.9 |
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