Overview
Assets Under Management: $760 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 231
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,895
Discretionary Accounts: 1,726
Non-Discretionary Accounts: 169
Regulatory Filings
CRD Number: 290735
Filing ID: 1955519
Last Filing Date: 2025-03-17 13:27:00
Website: https://affinitywealth.com