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Building 2AFFINITY WEALTH MANAGEMENT LLC

Map pinWILMINGTON, DE
Phone302-652-6767
NotebookSEC #801-20503
Total AUM
$330.1M
Employees
10
Clients
470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1702 LOVERING AVENUE
WILMINGTON
DE 19806
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
302-652-6767

ReceiptFinancials

Total AUM
$330.1M
Accounts
1,286
Discretionary
$328.1M
Accounts
1,263
Non-Discretionary
$2M
Accounts
23

ContactClients

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Individual Clients
341
AUM
$164M
HNW Individual Clients
125
AUM
$82M
Pension/Profit Sharing Plan Clients
1
AUM
$41M
Charitable Organization Clients
1
AUM
$1M
Government Entity Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$41M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLGAMDNCNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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