Affinity Investment Group, LLC
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 117191
- Registered since
- May 17, 2002
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI81.28%
- Individuals12.5%
- Charitable Organizations3.67%
- Pension & Profit Sharing Plans2.09%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Affinity Investment Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2002. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Advisory services focus on financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements include asset-based fees, fixed fees, and commissions. The firm identifies itself as an active ESG investor and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds78%
- Cash & Cash Equivalents13%
- US Government Bonds5%
- Exchange Traded Equities3%
- Other1%
Owners & executives
1 of 1
Denise Gallagher
Chief Operations OfficerCRD 7500505
Contacts
3 of 4
Peter Willcox
Senior AdvisorCRD 2315229
Gregory Gagne
Founding MemberCRD 2372767
Lucas Gagne
Financial AnalystCRD 7668327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Exeter, NH
Rockingham
Location
Exeter, NH
Headquartered in Exeter, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 18 Hampton Rd
- Time zone
- ET (UTC-5)
- Office locations
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