Affinity Financial Advisory

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

7300 Park Ave, Allen Park, Michigan, 481...

Phone Number

(313) 294-9290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Affinity Financial Advisory

Affinity Financial Advisory is an independent Registered Investment Advisor (RIA) that acts as a fiduciary for its clients. The company offers comprehensive and affordable investment management and financial advisory services. Their approach emphasizes balance, flexibility, dynamism, and objectivity to enhance the client experience. Affinity aims to provide sophisticated yet straightforward financial solutions tailored to individual needs.Explore more
Popular SearchesAffinity Financial AdvisoryAffinity Financial Advisory IncAffinity Financial Advisory LLCNino CappelletiAffinity Financial AdvisingSIC Code 62,628NAICS Code 52,523Show more

Affinity Financial Advisory Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Financial Adviso...

<$5M
1-10
Private
-
2003
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2016
WB
William BeezleyPrincipal and Investment Advisor
<$5M
1-10
Private
-
1994
JD
Jennifer DoucetteRegistered Client Service Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Financial Advisory Tech Stack

A closer look at the technologies used by Affinity Financial Advisory

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Frequently Asked Questions Regarding Affinity Financial Advisory

What is Affinity Financial Advisory's official website?
Affinity Financial Advisory's official website is www.affinityfa.com
What is Affinity Financial Advisory's Revenue?
Affinity Financial Advisory's revenue is <$5 Million
What is Affinity Financial Advisory's SIC code?
Affinity Financial Advisory's SIC: 62,628
What is Affinity Financial Advisory's NAICS code?
Affinity Financial Advisory's NAICS: 52,523
How many employees does Affinity Financial Advisory have?
Affinity Financial Advisory has 1-10 employees
What industry does Affinity Financial Advisory belong to?
Affinity Financial Advisory is in the industry of: Finance, Securities Trading
What is Affinity Financial Advisory competition?
Affinity Financial Advisory top competitors include: Dowd Financial Group, Financial Synergies Wealth Advisors, Olympic Financial Advisors, Capitol Financial Advisors
What technology does Affinity Financial Advisory use?
Some of the popular technologies that Affinity Financial Advisory uses are: Microsoft 365, GoDaddy DNS, Microsoft Exchange Online
How do I contact Affinity Financial Advisory?
Affinity Financial Advisory contact info: Phone number: (313) 294-9290 Website: www.affinityfa.com
What does Affinity Financial Advisory do?

Affinity Financial Advisory is an independent Registered Investment Advisor (RIA) that acts as a fiduciary for its clients. The company offers comprehensive and affordable investment management and financial advisory services. Their approach emphasizes balance, flexibility, dynamism, and objectivity to enhance the client experience. Affinity aims t... o provide sophisticated yet straightforward financial solutions tailored to individual needs.Read More

Is Affinity Financial Advisory a public company?
Affinity Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Affinity Financial Advisory

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