AFINITIV LLC

CRD 305672 · SEC 801-117750

Visit website

30 NORTH GOULD STREET, SUITE R, SHERIDAN, WY, 82801, United States

Phone

+61404730453

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$271K

Discretionary AUM

$150K

Team

2 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2025-09-28

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Publication of periodicalsEducational seminarsONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.

Client types

Type	Clients	AUM
Individuals	12	$72K
Pension/profit sharing plans	2	$142K
Charitable organizations	1	$57K

States served

All web addresses on file

https://afinitiv.com
https://www.facebook.com/Afinitiv/
https://www.instagram.com/myafinitiv/
https://twitter.com/afinitiv
https://www.linkedin.com/company/42781911

Official SEC filing: View on IAPD