1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AFFINITY INVESTMENT GROUP, LLC

Map pinEXETER, NH
Phone603-778-6436
NotebookSEC #801-61181
Total AUM
$595.1M
Employees
9
Clients
473

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 HAMPTON ROAD
UNIT 7
EXETER
NH 03833
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
603-778-6436
Other Offices
8

ReceiptFinancials

Total AUM
$595.1M
Accounts
1,624
Discretionary
$541.1M
Accounts
1,525
Non-Discretionary
$54M
Accounts
99

ContactClients

View more in analytics →

Individual Clients
222
AUM
$74.4M
HNW Individual Clients
239
AUM
$483.7M
Pension/Profit Sharing Plan Clients
10
AUM
$12.4M
Charitable Organization Clients
1
AUM
$21.8M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENCNHTXVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account