AFINITIV LLC is a Sheridan, Wyoming based financial advisory firm with nearly $201,282 in assets under management and provides investment advisory services for 11 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 305672 | |
| SEC#: | 801-117750 | |
| Assets under Management: | $201,282 | |
| No. of Clients: | 11 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Publication of periodicals and newsletters, Education seminars/workshops, Other (ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.) | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| DEMETER TACTICAL INVESTMENTS CORP. | 329512 | 801-129609 | 543 | 1 | $100,980,698 |
| MARKLE FINANCIAL LLC | 302088 | 801-116686 | 505 | 4 | $97,301,261 |
| CYPRESS CAPITAL MANAGEMENT, LLC | 130401 | 801-62811 | 366 | 4 | $102,390,864 |
| AFINITIV LLC | 305672 | 801-117750 | 11 | 2 | $201,282 |