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Automn Beverlysue Lowe

AFFINITY WEALTH LLC·CANTON, Ohio
Clean recordAFFINITY WEALTH LLC
4481 MUNSON ST NW, CANTON, OH 44718CRD# 5605276Firm CRD# 285169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Automn Beverlysue Lowe · CANTON, OH
Registration
CRD #5605276 · AFFINITY WEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Automn Beverlysue Lowe is a registered financial advisor based in CANTON, Ohio, affiliated with AFFINITY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
AFFINITY WEALTH LLC
AFFINITY WEALTH LLC
AUM
$155M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AFFINITY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5605276
Firm CRD# 285169
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Automn Beverlysue Lowe offer?
Automn Beverlysue Lowe specializes in Financial Planning, Investment Management. Contact their office in CANTON, Ohio for a consultation.
What are Automn Beverlysue Lowe's credentials?
Automn Beverlysue Lowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Automn Beverlysue Lowe located?
Automn Beverlysue Lowe is based in CANTON, Ohio, working with AFFINITY WEALTH LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Automn Beverlysue Lowe charge for services?
Automn Beverlysue Lowe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY WEALTH LLC?
AFFINITY WEALTH LLC has approximately 6 employees and manages $155M 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 LLC

Scott A Lowe
CANTON, OH

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