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
Affinity Financial, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
-
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.
UT
Financial Advisors at Affinity Financial, LLC
1
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.
2
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.
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