Affinity Financial Advisory

Affinity Financial Advisory (CRD# 134034) is a financial advisory firm headquartered in Allen Park, MI. They manage $42,436,634 in 358 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $118,538
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
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

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 S. Holody
CRD#: 5889731
7300 Park Ave., Allen Park, MI 48101

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.