Affinity Investment Group, LLC

Affinity Investment Group, LLC (CRD# 117191) is a financial advisory firm headquartered in Exeter, NH. They manage $444,910,598 in 1,503 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
18 Hampton Road, Unit 7, Exeter, NH 03833
http://www.affinityinvestmentgroup.com
By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    1,503
    ACCOUNTS
  • Average Account Value
    $296,015
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
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, TX, VT

Financial Advisors at Affinity Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Ellis, financial advisor Exeter NH
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 6 years of experience in the finance industry.

2
Gregory Gagne, financial advisor Exeter NH
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 30 years of experience in the finance industry.

3
Peter Willcox, financial advisor Exeter NH
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 31 years of experience in the finance industry.

4
Lucas Gagne, financial advisor Exeter NH
Lucas D. Gagne
CRD#: 7668327
18 Hampton Road, Unit 7, Exeter, NH 03833

Lucas Gagne (CRD# 7668327) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has 1 year 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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