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Donald James Kalil

AFFINITY WEALTH MANAGEMENT, INC.·WILMINGTON, Delaware
Clean recordAFFINITY WEALTH MANAGEMENT, INC.
1702 LOVERING AVENUE, WILMINGTON, DE 19806CRD# 1525800Firm CRD# 105840

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald James Kalil · WILMINGTON, DE
Registration
CRD #1525800 · AFFINITY WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald James Kalil is a registered financial advisor based in WILMINGTON, Delaware, affiliated with AFFINITY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
AUM
$330M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AFFINITY WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1525800
Firm CRD# 105840
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald James Kalil offer?
Donald James Kalil specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILMINGTON, Delaware for a consultation.
What are Donald James Kalil's credentials?
Donald James Kalil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald James Kalil located?
Donald James Kalil is based in WILMINGTON, Delaware, working with AFFINITY WEALTH MANAGEMENT, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Donald James Kalil charge for services?
Donald James Kalil's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY WEALTH MANAGEMENT, INC.?
AFFINITY WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFINITY WEALTH MANAGEMENT, INC.

Brendan John Mcpoyle
WILMINGTON, DE
James Kalil
WILMINGTON, DE
Stephen Eugene Gibson
WILMINGTON, DE

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Nearby cities in Delaware
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Research
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