The Affinity Group, LLC

Overview

The Affinity Group, LLC is an independent advisory firm organized as an LLC and registered in New York. The firm focuses on individual and family clients and combines advisory services with insurance brokerage activity. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm identifies itself as a capital allocator, arranging access to third‑party managers and alternative strategies alongside traditional investment products. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures.

Assets & Accounts

Investments & Alternatives

Location & Offices