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Peter Wright Willcox

AFFINITY INVESTMENT GROUP, LLC·EXETER, New Hampshire
Clean recordAFFINITY INVESTMENT GROUP, LLC
18 HAMPTON ROAD, UNIT 7, EXETER, NH 03833CRD# 2315229Firm CRD# 117191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Wright Willcox · EXETER, NH
Registration
CRD #2315229 · AFFINITY INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Wright Willcox is a registered financial advisor based in EXETER, New Hampshire, affiliated with AFFINITY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AFFINITY INVESTMENT GROUP, LLC
AFFINITY INVESTMENT GROUP, LLC
AUM
$445M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AFFINITY INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2315229
Firm CRD# 117191
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Wright Willcox offer?
Peter Wright Willcox specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Peter Wright Willcox's credentials?
Peter Wright Willcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Wright Willcox located?
Peter Wright Willcox is based in EXETER, New Hampshire, working with AFFINITY INVESTMENT GROUP, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Peter Wright Willcox charge for services?
Peter Wright Willcox's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY INVESTMENT GROUP, LLC?
AFFINITY INVESTMENT GROUP, LLC has approximately 8 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFINITY INVESTMENT GROUP, LLC

Gregory Bruce Gagne
EXETER, NH
Denise Janice Gallagher
EXETER, NH

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