AFFINITY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PLYMOUTH, Michigan
- CRD number
- 338239
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals49.82%
- HNWI45.76%
- Pooled Investment Vehicles2.39%
- Pension & Profit Sharing Plans2.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Affinity Wealth Management, LLC is an independent registered-investment adviser organized as an LLC and owned by an individual principal. The firm acts as a capital allocator and serves a mix of individual, family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers on behalf of clients. Compensation is primarily fee-based (percentage of AUM) with the option for hourly billing. The firm does not identify as an active ESG investor and is not presented as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds49%
- Exchange Traded Equities32%
- Private Funds16%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3THEODORE BYTNAR
Co-Founder and Chief Executive OfficerCRD 4163386
ZACH LEGGO
Co-Founder & COOCRD 5905124
MICHAEL BYTNAR
Co-Founder and CIOCRD 5764612
Contacts
1 of 1Ian Porzondek
Financial Services ProfessionalCRD 8123942
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLYMOUTH, MI
WAYNE
Location
PLYMOUTH, MI
Headquartered in PLYMOUTH, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 461 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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