Affinity Financial, LLC

Affinity Financial, LLC (CRD# 311700) is a financial advisory firm headquartered in South Salt Lake, UT. They manage $1,168,083 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

3140 S Main St., Ste 1, South Salt Lake, UT 84115

By the Numbers

Total Assets Under Management

1

MILLION
Total Number of Accounts

14

ACCOUNTS
Average Account Value

$83,435

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Affinity Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

James Huntington

CRD#: 7480591

3140 S Main St., Ste 1, South Salt Lake, UT 84115

James Huntington (CRD# 7480591) is an Investment Advisor Representative working at Affinity Financial, LLC in South Salt Lake, UT and has over 2 years of experience in the finance industry.

Andrew Mitchell

CRD#: 7311347

3140 S Main St., Ste 1, South Salt Lake, UT 84115

Andrew Mitchell (CRD# 7311347) is an Investment Advisor Representative working at Affinity Financial, LLC in South Salt Lake, UT and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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