Affinity Financial LLC

Affinity Financial LLC (CRD# 144642) is a financial advisory firm headquartered in , . They manage $1,924,117 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.affinityfinancial.org
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $52,003
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
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 Price, financial advisor Solon OH
Dee A. Price
CRD#: 1280474
Solon, OH

Dee Price (CRD# 1280474) is an Investment Advisor Representative working at Affinity Financial LLC in Solon, OH and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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