AFINITIV LLC - Financial Advisor in Wyoming, Sheridan

Tel: 61404730453 30 North Gould Street Suite R Sheridan, Wyoming 82801

About AFINITIV LLC

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

Firm SEC#:

801-117750

Assets Under Management:

$201,282

No. of Clients:

No. of Advisors:

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

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