AFFINITY FINANCIAL LLC

AFFINITY FINANCIAL LLC is an SEC-registered investment adviser (CRD 144642). Regulatory assets under management: $2.1M.

Registration

• CRD: 144642
• Type: Registered investment adviser
• Phone: 330-487-1002
• Latest filing: 2026-06-15
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search