Affinity Wealth Management LLC, headquartered in Wilmington, DE, is a distinguished investment advisory firm. With a team of 16 dedicated professionals, 10 of whom specialize in investment advisory services, they provide exceptional financial guidance to their clients. Their advisors boast an impressive average of $1,280,000 in assets under management, demonstrating their expertise in managing substantial portfolios.
With over $604,578,000 in assets under management and a client base of more than 460 individuals, Affinity Wealth Management LLC has established itself as a trusted partner for high net worth individuals seeking comp...
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Assets Under Mgmt
$604.58M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
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