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AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
WILMINGTON, Delaware
·
4 registered advisors
·
CRD# 105840
SEC# 801-20503
0
302-652-6767
01
Firm Overview
AUM
$330M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at AFFINITY WEALTH MANAGEMENT LLC
4 registered advisors
Brendan John Mcpoyle
WILMINGTON, Delaware
CRD# 4322013
Donald James Kalil
WILMINGTON, Delaware
CRD# 1525800
James Kalil
WILMINGTON, Delaware
CRD# 1736240
Stephen Eugene Gibson
WILMINGTON, Delaware
CRD# 1350488
05
Office Locations
WILMINGTON, Delaware
4 advisors
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Data sourced from SEC Form ADV filings. AFFINITY WEALTH MANAGEMENT LLC (CRD# 105840) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.