Affinity Financial Advisory

Affinity Financial Advisory (CRD# 134034) is a financial advisory firm headquartered in Allen Park, MI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Affinity Financial Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Gaetano B. Cappelletti
CRD#: 3082762
7300 Park Ave., Allen Park, MI 48101
96
Wealthminder
score

Gaetano Cappelletti (CRD# 3082762) is an Investment Advisor Representative working at Affinity Financial Advisory in Allen Park, MI and has over 18 years of experience in the finance industry.

2
Matthew S. Holody
CRD#: 5889731
7300 Park Ave., Allen Park, MI 48101
90
Wealthminder
score

Matthew Holody (CRD# 5889731) is an Investment Advisor Representative working at Affinity Financial Advisory in Allen Park, MI and has over 4 years of experience in the finance industry.

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