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AFINITIV LLC
30 North Gould Street
Suite R
Sheridan, Wyoming 82801
Tel: 61404730453
About AFINITIV LLC
AFINITIV LLC, formally registered with the SEC as AFINITIV LLC. The firm was established in 12/20/2019. They have over 1 offices throughout the country.
AFINITIV LLC is a Sheridan, Wyoming based Financial Planning firm with nearly $201,282 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305672 |
| SEC# | 801-117750 |
| Assets Managed by Firm | $201,282 |
| No. of Clients | 11 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $201,282 |
| Individuals (other than high net worth individuals) | 12 | $72,587 |
| Pension and profit sharing plans | 2 | $72,891 |
| Charitable organizations | 1 | $55,804 |
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|---|---|---|---|
| $18,432,519,674 | 20 | 25 | |
| $5,345,412,024 | 33513 | 47 | |
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