Overview
Assets Under Management: $363 million
Headquarters: BURLINGTON, MA
High-Net-Worth Clients: 144
Average Client Assets: $1.9 million
Frequently Asked Questions
AFFINIA FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304665), AFFINIA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
AFFINIA FINANCIAL GROUP, LLC is headquartered in BURLINGTON, MA.
AFFINIA FINANCIAL GROUP, LLC serves 144 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, AFFINIA FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AFFINIA FINANCIAL GROUP, LLC manages $363 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, AFFINIA FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.62%
Average Client Assets: $1.9 million
Total Client Accounts: 942
Discretionary Accounts: 937
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 304665
Filing ID: 1737972
Last Filing Date: 2023-03-22 15:16:00