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AFFINITY INVESTMENT GROUP, LLC
CRD 117191 · SEC 801-61181
18 HAMPTON ROAD, UNIT 7, EXETER, NH, 03833, United States
Phone
603-778-6436
Fax
603-418-0084
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$595.1M
Discretionary AUM
$541.1M
Team
9 total employees; 3 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $74.4M |
| High net worth individuals | 239 | $483.7M |
| Pension/profit sharing plans | 10 | $12.4M |
States served
VT, ME, MA, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD