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AFFINITY INVESTMENT GROUP, LLC
AFFINITY INVESTMENT GROUP, LLC
EXETER, New Hampshire
·
3 registered advisors
·
CRD# 117191
SEC# 801-61181
8
603-778-6436
01
Firm Overview
AUM
$445M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AFFINITY INVESTMENT GROUP, LLC
3 registered advisors
Denise Janice Gallagher
EXETER, New Hampshire
CRD# 7500505
Gregory Bruce Gagne
EXETER, New Hampshire
CRD# 2372767
Peter Wright Willcox
EXETER, New Hampshire
CRD# 2315229
05
Office Locations
EXETER, New Hampshire
3 advisors
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Data sourced from SEC Form ADV filings. AFFINITY INVESTMENT GROUP, LLC (CRD# 117191) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.