Be advised. This firm is no longer registered.

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
1702 Lovering Avenue, Wilmington, DE 19806
http://www.affinitywealth.com
By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    1,317
    ACCOUNTS
  • 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
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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals