Overview
Assets Under Management: $515 million
Headquarters: EXETER, NH
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.82
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 1,550
Discretionary Accounts: 1,418
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 117191
Filing ID: 1960197
Last Filing Date: 2025-03-17 16:07:00
Website: https://affinityinvestmentgroup.com