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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- North ridgeAtlas momentum
- Established Date
- 08-09-2005
- Office Locations
- 1
Office Locations
About Affinity Financial Advisory
Affinity Financial Advisory is an independent RIA in Allen Park, MI serving retail and institutional clients, including entrepreneurs. The firm provides financial planning and risk management with insurance and charitable giving support, building diversified portfolios that lean on ETFs, index-oriented funds, and mutual funds, with selective use of alternatives/real estate when appropriate. Commonly custody through Charles Schwab.
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Owner & Executives
GAETANO BENIAMINO CAPPELLETTI
Financial Advisor, General Partner, President
- CRD
- #3082762
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MATTHEW STEPHEN HOLODY MR.
Chief Financial Officer, Vice President
- CRD
- #5889731
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,044,480 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,044,480 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,044,480
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,331,927,224 | 25.1% |
| Other | $530,648,296 | 10.0% |
| Cash | $1,761,752,344 | 33.2% |
| Public Funds | $1,682,155,099 | 31.7% |
| Total | $5,306,482,963 | 100.0% |