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| Affinity Investment Group LLC
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|
|---|---|
| CRD # | 117191 |
| SEC # | 801-61181 |
| CIK # | |
| AUM | $595.1 M (2026-05-15) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 603-778-6436 |
| Address | 18 Hampton Road Exeter, NH 03833 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 74.4 |
| (b) Individuals (high net worth individuals) | 239 | 483.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 12.4 |
| (h) Charitable organizations | 0 | 21.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,624 | 595.1 |
| By Discretionary | ||
| Discretionary | 1,525 | 541.1 |
| Non-Discretionary | 99 | 54.0 |
| Total | 1,624 | 595.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.1 | |
| Total | 1,624 | 595.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grand Wealth Management LLC
✚
|
MI | 0.6 |
|
Measured Risk Portfolios Inc
✚
|
CA | 0.6 |
|
Garrison Point Advisors LLC
✚
|
CA | 0.6 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.6 |
|
Endeavor Private Wealth Inc
✚
|
KS | 0.6 |
|
Hedeker Wealth LLC
✚
|
IL | 0.6 |
|
Innovative Financial Solutions NJ LLC
✚
|
NJ | 0.6 |
|
Capital Resource Management Inc
✚
|
IL | 0.6 |
|
Disciplined Investments LLC
✚
|
OK | 0.6 |
|
Delta Financial Advisors LLC
✚
|
LA | 0.6 |