AFFINITY WEALTH LLC
Tel: (330) 526-8412 4481 Munson St Nw Suite 302 Canton, Ohio 44718
About AFFINITY WEALTH LLC
AFFINITY WEALTH LLC is a Canton, Ohio based financial advisory firm with nearly $166,970,916 in assets under management and provides investment advisory services for 1516 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
285169
Firm SEC#:
801-131529
Assets Under Management:
$166,970,916
No. of Clients:
1516
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
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Top Financial Advisory Firms in Ohio, Canton
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