AFFINITY WEALTH MANAGEMENT LLC

2751 Centerville Road
Suite 110
Wilmington, Delaware 19808
Tel: (302) 652-6767

About AFFINITY WEALTH MANAGEMENT LLC

AFFINITY WEALTH MANAGEMENT LLC, formally registered with the SEC as AFFINITY WEALTH MANAGEMENT LLC. The firm was established in 01/12/2018. They have over 1 offices throughout the country.

AFFINITY WEALTH MANAGEMENT LLC is a Wilmington, Delaware based Financial Planning firm with nearly $699,596,531 assets under management, offering retirement planning & investment advisory services to 2072 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290735
SEC#	801-112231
Assets Managed by Firm	$699,596,531
No. of Clients	2072
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2072	$699,596,531
Individuals (other than high net worth individuals)	422	$146,494,147
High net worth individuals	202	$540,370,857
Pension and profit sharing plans	5	$5,804,486
Charitable organizations	Fewer than 5 clients	$366,187
Corporations or other businesses	Fewer than 5 clients	$484,542

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Wilmington, Delaware

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.