Affinity Wealth Management LLC


Assets, Funds, Holdings

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Affinity Wealth Management LLC
CRD #290735
SEC #801-112231
AUM $501.7 MM (94% Disc, 100% US, 2020-03-21)
Employees16 (56% Investors, 12% Brokers)
Address2961 Centerville Road
Wilmington, DE 19808
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Dawson Giammalva Capital Management Inc
CT 0.5
Sapient Private Wealth Management LLC
OR 0.5
Harbor Financial Services LLC
AL 0.5
Green Square Boston LLC
MA 0.5
David A Noyes & Company
IL 0.5
Decatur Capital Management Inc
GA 0.5
Trinity Capital Investors
MS 0.5
Carderock Capital Management Inc
MD 0.5
Royal Securities Company
MI 0.5
Uvest Financial Services Group Inc
NC 0.5
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