Affinity Investment Group, LLC
Affinity Investment Group, LLC (CRD# 117191) is a financial advisory firm headquartered in Exeter, NH. They manage $174,108,780 in 1,097 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management174MILLION
Total Number of Accounts1,097ACCOUNTS
Average Account Value$158,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH, TX
Gregory Gagne (CRD# 2372767) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 23 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 24 years of experience in the finance industry.