Affinity Financial Advisory
Affinity Financial Advisory (CRD# 134034) is a financial advisory firm headquartered in Allen Park, MI. They manage $53,363,908 in 448 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Affinity Financial Advisory
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts448ACCOUNTS
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Average Account Value$119,116
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Affinity Financial Advisory
1
Gaetano Cappelletti (CRD# 3082762) is an Investment Advisor Representative working at Affinity Financial Advisory in Allen Park, MI and has over 25 years of experience in the finance industry.
2
Matthew Holody (CRD# 5889731) is an Investment Advisor Representative working at Affinity Financial Advisory in Allen Park, MI and has over 12 years of experience in the finance industry.
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