Overview
Assets Under Management: $515 million
Headquarters: EXETER, NH
High-Net-Worth Clients: 146
Average Client Assets: $2 million
Frequently Asked Questions
AFFINITY INVESTMENT 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 #117191), AFFINITY INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
AFFINITY INVESTMENT GROUP, LLC is headquartered in EXETER, NH.
AFFINITY INVESTMENT GROUP, LLC serves 146 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, AFFINITY INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
AFFINITY INVESTMENT GROUP, LLC manages $515 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, AFFINITY INVESTMENT GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.13
Average High-Net-Worth Client Assets: $2 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