Allocator Index · CRD 290735
AFFINITY WEALTH MANAGEMENT LLC
Wilmington, DE · (302) 652-6767 · youtube.com/@affinitywealthmanagementll943/featured
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
224
Other individuals
415
HNW assets
$718.6M
Total AUM
$872.5M
Employees
17
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.