A
CRD: 338239
Affinity Wealth Management, LLC
Plymouth, MI, 48170
7344046977
$74.8M Total AUM
$73.3M Disc. AUM
-- 3Y CAGR
4 Employees
195 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
461 S Main ST Plymouth MI
About Affinity Wealth Management, LLC
Affinity Wealth Management, LLC is a Plymouth-based RIA. The firm has been operating for 8 years. Managing $74.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$383.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
North North Frontier
Investment Themes
Ridge Wave north Momentum ridge Ember
Investment Vehicles
Signal
Services
Pioneer Optima Fusion element North Crest wave Catalyst insight Ember Vertex wave
Owner & Executives
MICHAEL JAMES BYTNAR
PARTNER
- CRD
- #5764612
- Ownership
- 25% but less than 50%
(804) 471-4409
bridge.pathway@summitcapital.com
in linkedin.com/in/peak-insight
THEODORE GORDON BYTNAR
Chief Compliance Officer, Managing Partner
- CRD
- #4163386
- Ownership
- 25% but less than 50%
(683) 266-4696
legacy.element@signalcapital.com
in linkedin.com/in/harbor-north
Z
Zenith frontier
Summit foundation pathway
- CRD
- #55019
- Ownership
- 18.5%
(844) 353-4600
foundation.zenith@alphacapital.com
in linkedin.com/in/bridge-wave
Showing 2 of 3 owners & executives
Unlock allContacts
I
Ian Dennis Porzondek
--
- CRD
- #8123942
(563) 671-1112
focus.vital@summitcapital.com
in linkedin.com/in/harbor-fusion
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,318,463 | -- |
| Non-Discretionary | $1,518,000 | -- |
| Total | $74,836,463 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,046,123
Public Funds:
15.8% Equity - Exchange:
12.3% Private Funds:
41.7% Cash:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,252,569,169 | 15.8% |
| Equity - Exchange | $975,101,315 | 12.3% |
| Private Funds | $3,305,831,288 | 41.7% |
| Cash | $2,394,151,198 | 30.2% |
| Total | $7,927,652,970 | 100.0% |