Affinity Wealth LLC

Affinity Wealth LLC (CRD# 285169) is a financial advisory firm headquartered in Canton, OH. They manage $96,559,107 in 197 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4481 Munson St Nw, Suite 302, Canton, OH 44718
https://www.tagplanning.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $490,148
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Affinity Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Lowe, financial advisor Canton OH
Scott A. Lowe
CRD#: 4791932
4481 Munson St Nw, Suite 302, Canton, OH 44718

Scott Lowe (CRD# 4791932) is an Investment Advisor Representative working at Affinity Wealth LLC in Canton, OH and has over 17 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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