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Affinity Financial, LLC

Headquartered in SOUTH SALT LAKE, UT

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Firm Information

Affinity Financial, LLC is an investment advisor based in . It was formed on . It has two investment advisor representatives and offers financial planning and portfolio management for individuals and pension and profit-sharing plans. The firm manages approximately $1,168,083 in regulatory assets under management.

Affinity Financial, LLC

$1.17M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan setup & record keeping services

Branch Locations (1)

AFFINITY FINANCIAL, LLC has a total of 1 branch locations across the country.
location

SOUTH SALT LAKE, UT

Advisors at Affinity Financial, LLC

View All 2 Advisors
Unclaimed
Andrew Mitchell

RA

SOUTH SALT LAKE, UT

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Unclaimed
James Huntington

RA

SOUTH SALT LAKE, UT

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Disclosures

There are no public disclosures for Affinity Financial, LLC.

Frequently Asked Questions (6)

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