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- Custodian
- Assetmark · BNY Mellon · Broadridge · Pershing
- Clients
- Retail
- Platforms
- Alpha wave
- Established Date
- 08-02-2007
- Office Locations
- 1
Office Locations
About Affinity Financial LLC
Affinity Financial LLC is an independent, Ohio-only state-registered RIA providing investment management and comprehensive financial planning, including portfolio/asset allocation analysis, retirement and benefit planning, risk/insurance guidance, and estate and business planning. The firm works with small business owners and medium-to-high net worth individuals and coordinates with outside professionals; tax preparation is provided via DAP Financial, Inc. Public filings indicate an ETF-focused SMA approach.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEE ANN PRICE
AGENT, Chief Executive Officer
- CRD
- #1280474
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,136,504 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,136,504 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,136,504
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,731,776,987 | 100.0% |
| Total | $5,731,776,987 | 100.0% |