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AFFINIA FINANCIAL GROUP, LLC
AFFINIA FINANCIAL GROUP, LLC
BURLINGTON, Massachusetts
·
3 registered advisors
·
CRD# 304665
SEC# 801-116945
0
(781) 365-8586
01
Firm Overview
AUM
$363M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AFFINIA FINANCIAL GROUP, LLC
3 registered advisors
Alexandria Morgan Dunn
BURLINGTON, Massachusetts
CRD# 5695354
Cynthia Rose Haddad
BURLINGTON, Massachusetts
CRD# 2290950
John William Nadworny
BURLINGTON, Massachusetts
CRD# 1605754
05
Office Locations
BURLINGTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. AFFINIA FINANCIAL GROUP, LLC (CRD# 304665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.