Afinitiv LLC

RIASEC Registered

Total AUM

$354K

Discretionary

$151K

43% of AUM

Avg account

$39.3K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sheridan, Wyoming
CRD number: 305672
Registered since: December 20, 2019
Website: www.afinitiv.com
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans63.54%
Individuals20.31%
Charitable Organizations16.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Afinitiv LLC is an independent registered investment adviser structured as a limited liability company and SEC-registered since 2019. The firm is individually owned and serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and investor education through periodicals and seminars. Afinitiv does not identify as an active ESG investor and is not a capital allocator.