Affinity Investment Group, LLC
Affinity Investment Group, LLC (CRD# 117191) is a financial advisory firm headquartered in Exeter, NH. They manage $444,910,598 in 1,503 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management445MILLION
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Total Number of Accounts1,503ACCOUNTS
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Average Account Value$296,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, MA, ME, NH, TX, VT
James Ellis (CRD# 6247137) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 6 years of experience in the finance industry.
Gregory Gagne (CRD# 2372767) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 30 years of experience in the finance industry.
Peter Willcox (CRD# 2315229) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 31 years of experience in the finance industry.
Lucas Gagne (CRD# 7668327) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has 1 year of experience in the finance industry.