CRD: 117191
Affinity Investment Group, LLC
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-09-1998
- Office Locations
- 1
Office Locations
About Affinity Investment Group, LLC
Affinity Investment Group, LLC is an Exeter, NH-based investment advisory firm providing investment management and portfolio design alongside retirement/distribution planning, tax-aware portfolio monitoring, and estate/asset-protection planning. The team includes CFP and ChFC credentialed advisors and serves individuals and families, including retirees and entrepreneurs. Custody is available through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREGORY BRUCE GAGNE
Chief Compliance Officer, Managing Member
- CRD
- #2372767
- Ownership
- 75% or more
DENISE JANICE GALLAGHER
Analyst, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Forrest Gilbert Chicoine
Investment Advisor
- CRD
- #7721531
Lucas David Gagne
Advisor
- CRD
- #7668327
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $541,065,988 | $354,797 |
| Non-Discretionary | $54,037,976 | $545,838 |
| Total | $595,103,964 | $366,443 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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