AFFINITY INVESTMENT GROUP, LLC
Firm details
- Headquarters
- EXETER, New Hampshire
- CRD number
- 117191
- Registered since
- May 17, 2002
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI81.28%
- Individuals12.5%
- Charitable Organizations3.67%
- Pension & Profit Sharing Plans2.09%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Affinity Investment Group, LLC is an independent registered investment adviser that has been SEC-registered since 2002 and is owned by an individual. The firm serves both individual/family and institutional clients, offering comprehensive financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include asset-based fees, fixed fees and commissions. Affinity identifies as an active ESG investor and integrates public funds and third-party managers into client portfolios rather than operating as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Cash & Cash Equivalents13%
- US Government Bonds5%
- Exchange Traded Equities3%
- Other1%
Owners & executives
1 of 1DENISE GALLAGHER
Chief Operations OfficerCRD 7500505
Contacts
3 of 4Lucas Gagne
Financial AnalystCRD 7668327
Forrest Chicoine
Financial AdvisorCRD 7721531
GREGORY GAGNE
Founding MemberCRD 2372767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EXETER, NH
ROCKINGHAM
Location
EXETER, NH
Headquartered in EXETER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 18 Hampton Rd
- Time zone
- ET (UTC-5)
- Office locations
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