Affinity Investment Group, LLC

Affinity Investment Group, LLC (CRD# 117191) is a financial advisory firm headquartered in Exeter, NH. They manage $285,826,595 in 1,271 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    1,271
    ACCOUNTS
  • Average Account Value
    $224,883
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

FL, MA, ME, NH, TX

Financial Advisors at Affinity Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James E. Ellis
CRD#: 6247137
18 Hampton Road, Unit 7, Exeter, NH 03833

James Ellis (CRD# 6247137) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 2 years of experience in the finance industry.

2
Gregory B. Gagne
CRD#: 2372767
18 Hampton Road, Unit 7, Exeter, NH 03833

Gregory Gagne (CRD# 2372767) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 27 years of experience in the finance industry.

3
Peter W. Willcox
CRD#: 2315229
18 Hampton Road, Unit 7, Exeter, NH 03833

Peter Willcox (CRD# 2315229) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has over 27 years of experience in the finance industry.

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