AFFINITY 2 MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WACO, Texas
CRD number
314460

Firm profile

FINTRX

Overview

Affinity 2 Management, LLC operates as a limited liability company focused on investment management. The firm primarily engages in advising clients on investment strategies, although specific details about their client base and fee structures are not disclosed. Affinity 2 Management does not classify itself as a capital allocator and does not actively participate in ESG investing. The firm is not a multi-state adviser, nor is it newly formed, which suggests a level of stability in its operations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Steven Diedrich

    Managing DirectorCRD 7377512

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WACO, TX

MCLENNAN

Location

WACO, TX

Headquartered in WACO, TX, in the South of the United States.

Region
South
County
MCLENNAN
Address
208 Hewitt Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth