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Home > Retirement Planners > new hampshire > exeter > AFFINITY INVESTMENT GROUP, LLC
AFFINITY INVESTMENT GROUP, LLC
18 Hampton Road
Unit 7
Exeter, New Hampshire 03833
Tel: 603-778-6436
About AFFINITY INVESTMENT GROUP, LLC
AFFINITY INVESTMENT GROUP, LLC, formally registered with the SEC as AFFINITY INVESTMENT GROUP, LLC. The firm was established in 05/17/2002. They have over 9 offices throughout the country.
AFFINITY INVESTMENT GROUP, LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $444,910,598 assets under management, offering retirement planning & investment advisory services to 1503 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117191 |
| SEC# | 801-61181 |
| Assets Managed by Firm | $444,910,598 |
| No. of Clients | 1503 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1503 | $444,910,598 |
| Individuals (other than high net worth individuals) | 314 | $136,206,789 |
| High net worth individuals | 126 | $284,312,587 |
| Pension and profit sharing plans | 7 | $6,653,447 |
| Charitable organizations | Fewer than 5 clients | $15,823,688 |
| Corporations or other businesses | Fewer than 5 clients | $1,914,087 |
More Retirement Planning firms in Exeter, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
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