|
⚲
|
| Keyboard |
| Afinitiv LLC
✚
|
|
|---|---|
| CRD # | 305672 |
| SEC # | 801-117750 |
| CIK # | |
| AUM | 0.3 M (2025-09-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 61404730453 |
| Address | 30 North Gould Street Sheridan, WY 82801 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 71.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 142.4 |
| (h) Charitable organizations | 1 | 56.5 |
| (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 | 7 | 270.8 |
| By Discretionary | ||
| Discretionary | 6 | 150.3 |
| Non-Discretionary | 1 | 120.6 |
| Total | 7 | 270.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 270.8 | |
| United States Persons | 0.0 | |
| Total | 7 | 270.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ventum Advisors Corp
✚
|
0.4 M | |
|
EXDS Capital LLC
✚
|
0.2 M | |
|
Quantca Financial LLC
✚
|
WA | 0.0 M |
|
Mary & PIP Investments LLC
✚
|
0.0 M | |
|
ANEW Advisors LLC
✚
|
WI | |
|
The Jentner Corporation
✚
|
OH | |
|
Hardy Investment Inc
✚
|
||
|
Macquarie Investment Management Austria Kapitalanlage AG
✚
|
||
|
D Scott Neal Inc
✚
|
KY | |
|
Householder Group Estate and Retirement Specialist LLC
✚
|
AZ |