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THE AFFINITY GROUP, LLC
CRD 283819 · SEC 801-107966
4 TOWER PLACE, FIRST FLOOR, ALBANY, NY, 12203, United States
Phone
518-776-1140
Fax
518-776-1139
Registration
— (—)
Source
State registered
Total AUM
$678K
Discretionary AUM
$678K
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersREFERRAL OF CLIENTS TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $678K |
All web addresses on file
Official SEC filing: View on IAPD