AFINITIV LLC

RIASEC RegisteredEst. 2019

Total AUM

$271K

Discretionary

$150K

55% of AUM

Avg account

$38.7K

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 Plans52.57%
Individuals26.56%
Charitable Organizations20.88%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Afinitiv LLC is a small, SEC-registered investment adviser formed as a limited liability company in 2019 and owned by an individual. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and pooled investment vehicles, along with publishing periodic investment material and running educational seminars or workshops. Investment activity is conservative in scale and allocation: cash and cash equivalents comprise the largest single position, and the firm also allocates to mutual funds for core exposure. Afinitiv uses third-party managers for alternatives exposure, specifically hedge funds and real estate strategies, rather than acting as a capital allocator to other managers. The firm does not identify as an active ESG investor.