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Building 2AFFINIA FINANCIAL GROUP, LLC

Map pinBURLINGTON, MA
Phone(781) 365-8586
NotebookSEC #801-116945
Total AUM
$362.9M
Employees
10
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 BLANCHARD ROAD
SUITE 201
BURLINGTON
MA 01803
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(781) 365-8586

ReceiptFinancials

Total AUM
$362.9M
Accounts
942
Discretionary
$361.4M
Accounts
937
Non-Discretionary
$1.5M
Accounts
5

ContactClients

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Individual Clients
241
AUM
$86.6M
HNW Individual Clients
144
AUM
$274.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMAMENHNYTX

HandshakeAffiliates

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

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