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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2021
- Office Locations
- 1
Office Locations
About THE Affinity Group, LLC
The Affinity Group delivers a family-office style experience with comprehensive wealth and life planning for successful families, high-income executives, and business owners/professionals. Relationship-driven advice covers legacy goals, tax/estate and business-succession planning, insurance, and portfolio construction. Investment work emphasizes asset allocation and risk management using public funds (including mutual funds and annuities). Custody available via Fidelity/NFS; planning is informed by behavioral coaching expertise.
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Owner & Executives
NICHOLAS STEVEN PREDDICE
Chief Compliance Officer, Partner
- CRD
- #2207157
- Ownership
- 50% but less than 75%
GARY SANCILIO
Advisor
- CRD
- #1585241
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $678,349 | $22,386 |
| Non-Discretionary | $0 | -- |
| Total | $678,349 | $22,386 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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