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AFFINITY FINANCIAL, LLC
CRD 311700
670 E 3900 S, STE 106, MILLCREEK, UT, 84107, United States
Phone
801-703-5255
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN SETUP & RECORD KEEPING SERVICES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $571K |
| Pension/profit sharing plans | 9 | $1.2M |
Official SEC filing: View on IAPD