AFFINITY FINANCIAL SOLUTIONS, LLC

AFFINITY FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 171469). Regulatory assets under management: $6.3M.

Registration

• CRD: 171469
• Type: Registered investment adviser
• Phone: 203-261-3418
• Latest filing: 2026-03-23
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Accounts: 48

Business model

Compensation: % of AUM, Commissions, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171469 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search