Affinity Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 144642
- Website
- affinityfinancial.org
- Custodians
- PERSHING LLC, BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Affinity Financial LLC is a small, privately held limited liability company that serves individual and family clients. The firm functions both as an adviser and a capital allocator, combining financial planning and portfolio management with insurance product distribution. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, the selection of other advisers, and educational workshops. Business activities identified for the firm include acting as an insurance broker and other financial product salesperson. The firm reports using a mix of fee arrangements (percentage of AUM, hourly charges and other fee types) and is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Dee Price
CEOCRD 1280474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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