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Building 2THE AFFINITY GROUP, LLC

Map pinALBANY, NY
Phone518-776-1140
NotebookSEC #801-107966
Total AUM
$156.7K
Employees
5
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 TOWER PLACE
FIRST FLOOR
ALBANY
NY 12203
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
518-776-1140

ReceiptFinancials

Total AUM
$156.7K
Accounts
7
Discretionary
$156.7K
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$156.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
REFERRAL OF CLIENTS TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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