$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
0 Employees
48 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge value
- Established Date
- 10-15-2014
- Office Locations
- 1
Office Locations
-- Shelton CT
About Affinity Financial Solutions, LLC
Affinity Financial Solutions, LLC is a fee-based, independent Connecticut-registered RIA providing integrated wealth management for individuals and retirement plans. The firm focuses on retirement and financial planning plus investment management for portfolios, IRAs and trusts, with support for college planning, rollovers and insurance/wealth preservation. As a fiduciary, it is not tied to proprietary products; custodians include Schwab.
Team overview
59 AVG AGE
-- AVG AUM / ADVISOR
$130.4K AVG AUM / CLIENT
11.8 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta Ridge Optima
Custodian
Vector Matrix Ridge insight Alpha matrix Crest Pathway signal Vital Unison bridge Horizon eagle Eagle Glacier Capital Momentum
Fund Managers
Focus
Investment Themes
Eagle pioneer
Investment Vehicles
Fusion
Services
Pathway prime Insight Focus quantum Delta Radial legacy Eagle vital Meridian optima
Technology
Element
Owner & Executives
L
LYNN S. VERRILLI
Owner
- CRD
- #5710455
- Ownership
- 75% or more
(663) 389-7288
wave.fusion@ridgecapital.com
in linkedin.com/in/alpha-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,261,385 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,261,385 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,261,385
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,029,299,164 | 100.0% |
| Total | $8,029,299,164 | 100.0% |