AFFINITY FINANCIAL, LLC

AFFINITY FINANCIAL, LLC of MILLCREEK, UT is an SEC-registered investment adviser (CRD 311700). Regulatory assets under management: $1.8M.

Registration

• CRD: 311700
• Type: Registered investment adviser
• Location: 670 E 3900 S, MILLCREEK, UT, 84107
• Phone: 801-703-5255
• Latest filing: 2026-03-27
• Regulatory AUM: $1.8M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, 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 311700 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search