Affinity Asset Management

Finance · Kansas, United States · 11-50 Employees

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Overview

Headquarters

13220 Metcalf Ave Ste 220, Overland Park...

Phone Number

(913) 381-4800

Revenue

$7.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Affinity Asset Management

Affinity Asset Management was founded with the goal of providing the company's clients with the highest quality investment and planning services. The company helps the company's clients create stability and security through financial independence.Explore more
Affinity Asset Management's Social MediaPopular SearchesAffinity Asset Management CoAffinity Asset ManagementAffinity Asset Management LLCAffinity MarketingAffinity Getaways LLCSIC Code 62,628NAICS Code 52,523Show more

Affinity Asset Management Org Chart

PhoneEmail
MR
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Owner and President

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Compare insights from companies similar to Affinity Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Affinity Asset Management

$7.6M
11-50
Private
<$5M
2007
MR
Mark RobertsOwner and President
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
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-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2001
LS
Laura StoverCEO & Founder
<$5M
1-10
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2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Affinity Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Affinity Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Asset Management.

Affinity Asset Management financials insights

Gather financial insights about Affinity Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$149K

See All Affinity Asset Management's Financials Insights

Affinity Asset Management Tech Stack

A closer look at the technologies used by Affinity Asset Management

Most Recent Scoops

Project
Spending/Investment
Funding
Affinity Asset Management has received an SBA PPP loan in the amount of $149,900 from First Option Bank resulting in the retention of 10 jobs.
Funding
Affinity Asset Management company has received an SBA PPP loan for $150,000-350,000 from First Option Bank.
Funding
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Frequently Asked Questions Regarding Affinity Asset Management

What is Affinity Asset Management's official website?
Affinity Asset Management's official website is www.affinityasset.com
What is Affinity Asset Management's Revenue?
Affinity Asset Management's revenue is $7.6 Million
What is Affinity Asset Management's SIC code?
Affinity Asset Management's SIC: 62,628
What is Affinity Asset Management's NAICS code?
Affinity Asset Management's NAICS: 52,523
How many employees does Affinity Asset Management have?
Affinity Asset Management has 11-50 employees
What industry does Affinity Asset Management belong to?
Affinity Asset Management is in the industry of: Finance, Securities Trading
What is Affinity Asset Management competition?
Affinity Asset Management top competitors include: Copper Canyon Wealth Management, Cornerstone Wealth Management, Vertex Capital Advisors, Klauenberg Retirement Solutions
What technology does Affinity Asset Management use?
Some of the popular technologies that Affinity Asset Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Affinity Asset Management?
Affinity Asset Management contact info: Phone number: (913) 381-4800 Website: www.affinityasset.com
What does Affinity Asset Management do?

Affinity Asset Management was founded with the goal of providing the company's clients with the highest quality investment and planning services. The company helps the company's clients create stability and security through financial independence.... Read More

What are Affinity Asset Management social media links?
Affinity Asset Management Linkedin page Affinity Asset Management Facebook page
Who invested in Affinity Asset Management?
Affinity Asset Management has 2 investors including PPP and PPP.
Is Affinity Asset Management a public company?
Affinity Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Affinity Asset Management

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