Affinity Advisory Network

Q: What is Affinity Advisory Network's official website?

Affinity Advisory Network's official website is www.affinityadvisorynetwork.com

Q: What is Affinity Advisory Network's Revenue?

Affinity Advisory Network's revenue is <$5 Million

Q: What is Affinity Advisory Network's SIC code?

Affinity Advisory Network's SIC: 62,628

Q: What is Affinity Advisory Network's NAICS code?

Affinity Advisory Network's NAICS: 52,523

Q: How many employees does Affinity Advisory Network have?

Affinity Advisory Network has 11-50 employees

Q: What industry does Affinity Advisory Network belong to?

Affinity Advisory Network is in the industry of: Finance , Securities Trading

Q: What is Affinity Advisory Network competition?

Affinity Advisory Network top competitors include: FYI Brand Group , Centara Capital Management Group , Bay Harbor Wealth Management , Vertex Capital Advisors

Q: What companies has Affinity Advisory Network acquired?

Affinity Advisory Network has acquired the companies: Affinity Advisory Network

Q: What technology does Affinity Advisory Network use?

Some of the popular technologies that Affinity Advisory Network uses are: Cloudflare CDN, Microsoft 365, Font Awesome, GoDaddy DNS

Q: Who is the CFO of Affinity Advisory Network?

Affinity Advisory Network's CFO is Beth Hall

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

4450 Belden Village St NW Ste 704, Canto...

Phone Number

(234) 425-3314

Website

www.affinityadvisorynetwork.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Affinity Advisory Network

Affinity Advisory Network (AAN) specializes in customized financial planning and estate planning services for clients nationwide, utilizing innovative virtual appointments for convenience. The firm serves tens of thousands of families across 763 cities, offering a paperless approach to ensure secure and efficient retirement solutions. AAN's multidisciplinary team includes financial advisors, CPAs, insurance agents, and attorneys, all collaborating to create tailored plans that protect and distribute clients' assets. With a focus on leveraging technology, AAN provides personalized attention and guidance to help clients navigate their financial futures with confidence.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Affinity Advisory Network Org Chart

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Beth Hall

Chief Financial Officer

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Brandon Lewis

Retirement Planner

Phone

Financial Advisor

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Financial Advisor & Insurance Agent & Retirem...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Advisory Network

<$5M

11-50

Private

<$5M

2012

Beth HallChief Financial Officer

FYI Brand Group

$7.6M

11-50

Private

2001

Sophia BarbosaEntertainment Public Relations Intern

Centara Capital Managemen...

$6.3M

11-50

Private

2002

Mark KennyDirector, Advanced Planning

Vertex Capital Advisors

<$5M

1-10

Private

2013

Emily YorkManager, Client Services

Bay Harbor Wealth Managem...

<$5M

1-10

Private

2011

Maureen KimballSenior Vice President, Senior Wealth Manager

Kanani Advisory Group

<$5M

1-10

Private

1998

Katherine WheatonDirector, Business Operations

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Affinity Advisory Network Tech Stack

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Frequently Asked Questions Regarding Affinity Advisory Network

What is Affinity Advisory Network's official website?

Affinity Advisory Network's official website is www.affinityadvisorynetwork.com

What is Affinity Advisory Network's Revenue?

Affinity Advisory Network's revenue is <$5 Million

What is Affinity Advisory Network's SIC code?

Affinity Advisory Network's SIC: 62,628

What is Affinity Advisory Network's NAICS code?

Affinity Advisory Network's NAICS: 52,523

How many employees does Affinity Advisory Network have?

Affinity Advisory Network has 11-50 employees

What industry does Affinity Advisory Network belong to?

Affinity Advisory Network is in the industry of: Finance, Securities Trading

What is Affinity Advisory Network competition?

Affinity Advisory Network top competitors include: FYI Brand Group, Centara Capital Management Group, Bay Harbor Wealth Management, Vertex Capital Advisors

What companies has Affinity Advisory Network acquired?

Affinity Advisory Network has acquired the companies: Affinity Advisory Network

What technology does Affinity Advisory Network use?

Some of the popular technologies that Affinity Advisory Network uses are: Cloudflare CDN, Microsoft 365, Font Awesome, GoDaddy DNS

Who is the CFO of Affinity Advisory Network?

Affinity Advisory Network's CFO is Beth Hall

How do I contact Affinity Advisory Network?

Affinity Advisory Network contact info: Phone number: (234) 425-3314 Website: www.affinityadvisorynetwork.com

What does Affinity Advisory Network do?

What are Affinity Advisory Network social media links?

Affinity Advisory Network Linkedin page Affinity Advisory Network Twitter page Affinity Advisory Network Facebook page

Who invested in Affinity Advisory Network?

Affinity Advisory Network has 2 investors including PPP and PPP.

Is Affinity Advisory Network a public company?

Affinity Advisory Network is private company therefore does not currently have an official ticker symbol

See more information about Affinity Advisory Network

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