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Affinity Wealth Management Llc

Tel: (302) 652-6767
2961 Centerville Road
Suite 310
Wilmington, Delaware  19808

About Affinity Wealth Management Llc

Affinity Wealth Management Llc is a Wilmington, Delaware based financial advisory firm with nearly $656,933,927 in assets under management and provides investment advisory services for 1851 clients. There are currently 15 financial advisors at the firm.


General Information

Firm CRD#:   290735
SEC#:   801-112231
Assets under Management:   $656,933,927
No. of Clients:   1851
No. of Advisors:   15
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Pension Consulting Services
Fee Structure:   A percentage of AUM, Fixed fees

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