Affinity Wealth Management Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

720 Summit Blvd Unit 101, Frisco, Colora...

Phone Number

(970) 668-8448

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Affinity Wealth Management Group

Affinity Wealth Management Group is dedicated to assisting clients in all aspects of their financial lives, focusing on personalized service to foster financial stability and independence. The firm specializes in creating customized life strategies for high net worth individuals, families, and businesses to help them achieve their financial and life goals. They offer a range of services tailored to the needs of businesses, individuals, and non-profits. Affinity Wealth Management Group is committed to upholding strong values and ethics in their financial planning practices.Explore more
Affinity Wealth Management Group's Social MediaPopular SearchesAffinity Wealth Management GroupKrista Kirby| IncAleda S Kresge CFPKrista Kirby IncSIC Code 62,628NAICS Code 52,523Show more

Affinity Wealth Management Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Wealth Managemen...

<$5M
1-10
Private
-
1986
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2013
RW
Roger WalkerFounder & Senior Financial Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Wealth Management Group Tech Stack

A closer look at the technologies used by Affinity Wealth Management Group

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Frequently Asked Questions Regarding Affinity Wealth Management Group

What is Affinity Wealth Management Group's official website?
Affinity Wealth Management Group's official website is www.affinitywmg.com
What is Affinity Wealth Management Group's Revenue?
Affinity Wealth Management Group's revenue is <$5 Million
What is Affinity Wealth Management Group's SIC code?
Affinity Wealth Management Group's SIC: 62,628
What is Affinity Wealth Management Group's NAICS code?
Affinity Wealth Management Group's NAICS: 52,523
How many employees does Affinity Wealth Management Group have?
Affinity Wealth Management Group has 1-10 employees
What industry does Affinity Wealth Management Group belong to?
Affinity Wealth Management Group is in the industry of: Finance, Securities Trading
What is Affinity Wealth Management Group competition?
Affinity Wealth Management Group top competitors include: Goodrich and Associates, Ratcliff Financial Services, Peak Wealth Advisors, Walker Wealth Management
What technology does Affinity Wealth Management Group use?
Some of the popular technologies that Affinity Wealth Management Group uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Affinity Wealth Management Group?
Affinity Wealth Management Group contact info: Phone number: (970) 668-8448 Website: www.affinitywmg.com
What does Affinity Wealth Management Group do?

Affinity Wealth Management Group is dedicated to assisting clients in all aspects of their financial lives, focusing on personalized service to foster financial stability and independence. The firm specializes in creating customized life strategies for high net worth individuals, families, and businesses to help them achieve their financial and lif... e goals. They offer a range of services tailored to the needs of businesses, individuals, and non-profits. Affinity Wealth Management Group is committed to upholding strong values and ethics in their financial planning practices.Read More

What are Affinity Wealth Management Group social media links?
Affinity Wealth Management Group Linkedin page
Is Affinity Wealth Management Group a public company?
Affinity Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Affinity Wealth Management Group

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