Affinity Investment Group, LLC
Affinity Investment Group, LLC is an SEC-registered wealth manager in Exeter, NH with $595.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Affinity Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117191, SEC 801-61181, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $595.1M (2026-05-15)
- Firm type
- Wealth Manager
- Location
- Exeter, NH
- Employees
- 9
- Clients
- 471
- CRD
- 117191
- Ownership
- WILLCOX, PETER, WRIGHT; GAGNE, GREGORY, BRUCE; GALLAGHER, DENISE, JANICE
How much AUM does Affinity Investment Group, LLC have?
Affinity Investment Group, LLC reported $595.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Affinity Investment Group, LLC?
Disclosed owners and executives of Affinity Investment Group, LLC include WILLCOX, PETER, WRIGHT, GAGNE, GREGORY, BRUCE, GALLAGHER, DENISE, JANICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.