AFINITIV LLC is a Sheridan, Wyoming based financial advisory firm with nearly $323,300 in assets under management and provides investment advisory services for 16 clients. There are currently 2 financial advisors at the firm.
General Information |
| Firm CRD#: | 305672 | |
| SEC#: | 801-117750 | |
| Assets under Management: | $323,300 | |
| No. of Clients: | 16 | |
| No. of Advisors: | 2 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for pooled Investment, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| GRUPP FINANCIAL LLC | 168436 | 801-122012 | 37 | 3 | $92,953,183 |
| AFINITIV LLC | 305672 | 801-117750 | 16 | 2 | $323,300 |
| KAISER WEALTH MANAGEMENT | 111000 | 801-55812 | 11 | 1 | $33,193,740 |
| ASHTREE BLOCK VENTURES LLC | 323257 | 801-126758 | 0 | 4 | $0 |