AFFINITY WEALTH MANAGEMENT LLC

2961 Centerville Road
Suite 310
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 $604,578,398 assets under management, offering retirement planning & investment advisory services to 1946 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290735
SEC#	801-112231
Assets Managed by Firm	$604,578,398
No. of Clients	1946
No. of Advisors	16

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1946	$604,578,398
Individuals (other than high net worth individuals)	464	$124,746,661
High net worth individuals	168	$454,011,589
Pension and profit sharing plans	20	$18,908,075
Charitable organizations	Fewer than 5 clients	$1,621,115

Inquire with AFFINITY WEALTH MANAGEMENT LLC

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$88,770,382,053	41	235
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$38,994,513,543	119	27
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$19,948,123,000	13	73
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,488,434,237	3376	127
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$12,992,062,132	10	38

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