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Building 2AFFINITY WEALTH LLC

Map pinCANTON, OH
Phone(330) 526-8412
NotebookSEC #801-131529
Total AUM
$217.5M
Employees
5
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4481 MUNSON ST NW
SUITE 302
CANTON
OH 44718
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(330) 526-8412

ReceiptFinancials

Total AUM
$217.5M
Accounts
1,129
Discretionary
$203.3M
Accounts
1,119
Non-Discretionary
$14.2M
Accounts
10

ContactClients

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Individual Clients
217
AUM
$73M
HNW Individual Clients
90
AUM
$130.4M
Pension/Profit Sharing Plan Clients
10
AUM
$14.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTN

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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