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AFFINITY WEALTH LLC
AFFINITY WEALTH LLC
CANTON, Ohio
·
2 registered advisors
·
CRD# 285169
SEC# 801-131529
0
(330) 526-8412
01
Firm Overview
AUM
$155M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AFFINITY WEALTH LLC
2 registered advisors
Automn Beverlysue Lowe
CANTON, Ohio
CRD# 5605276
Scott A Lowe
CANTON, Ohio
CRD# 4791932
05
Office Locations
CANTON, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. AFFINITY WEALTH LLC (CRD# 285169) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.