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| Happy Holidays!! thanks for using AUM13F!! |
| Affinity Investment Group LLC
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| CRD # | 117191 |
| SEC # | 801-61181 |
| CIK # | |
| AUM | $515.3 M (2025-03-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 603-778-6436 |
| Address | 18 Hampton Road Exeter, NH 03833 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 138.2 |
| (b) Individuals (high net worth individuals) | 146 | 345.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.7 |
| (h) Charitable organizations | 0 | 20.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,550 | 515.3 |
| By Discretionary | ||
| Discretionary | 1,418 | 456.3 |
| Non-Discretionary | 132 | 59.0 |
| Total | 1,550 | 515.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 515.3 | |
| Total | 1,550 | 515.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trunorth Wealth Partners LLC
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|
MN | 0.5 |
|
Wespac Advisors Socal LLC
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|
CA | 0.5 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.5 |
|
Carl Stuart Investment Advisor Inc
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|
TX | 0.5 |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 0.5 |
|
Kreitler Financial LLC
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|
CT | 0.5 |
|
Hamel Associates Inc
✚
|
NJ | 0.5 |
|
Richards Merrill & Peterson Inc
✚
|
WA | 0.5 |
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.5 |
|
Modus Advisors LLC
✚
|
MN | 0.5 |