Affinity Wealth Management, Inc.
Affinity Wealth Management, Inc. (CRD# 105840) is a financial advisory firm headquartered in Wilmington, DE. They manage $316,714,262 in 1,317 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
Affinity Wealth Management, Inc.
By the Numbers
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Total Assets Under Management317MILLION
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Total Number of Accounts1,317ACCOUNTS
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Average Account Value$240,482
Compensation Options
- A percentage of assets under your management
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DC, DE, FL, GA, MD, NJ, NY, PA, SC, TX, VA
Financial Advisors at Affinity Wealth Management, Inc.
No Advisor Found.
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