Affinity Financial LLC

Affinity Financial LLC (CRD# 144642) is a financial advisory firm headquartered in , . They manage $1,921,244 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $60,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

OH

Financial Advisors at Affinity Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dee A. Price
CRD#: 1280474
Solon, OH
93
Wealthminder
score

Dee Price (CRD# 1280474) is an Investment Advisor Representative working at Affinity Financial LLC in Solon, OH and has over 26 years of experience in the finance industry.

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