Affinity Wealth Management

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

2960 N Swan Rd Ste 215, Tucson, Arizona,...

Phone Number

(520) 795-3360

Revenue

<$5 Million

Industry

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

About Affinity Wealth Management

Trusted Wealth Management Advisors is a Tucson-based firm specializing in comprehensive wealth management services, including retirement planning, investment strategies, estate planning, and insurance. They prioritize building long-term relationships with clients by understanding their personal situations, goals, and risk tolerances. The company aims to help clients organize their financial lives and secure their financial futures through personalized plans. Their commitment extends to the community, ensuring that clients are well-informed and empowered in their financial decisions.Explore more
Affinity Wealth Management's Social MediaPopular SearchesAffinity Wealth ManagementAffinity Financial GroupAffinity Financial Group LLCAffinity Wealth Management LLCAffinity Customer Management LLCSIC Code 62,628NAICS Code 52,523Show more

Affinity Wealth Management Org Chart

Angela Baurley, Founder & Chief Executive Officer at Affinity Wealth Management
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Founder & Chief Executive Officer

PhoneEmail
VB
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Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Wealth Managemen...

<$5M
1-10
Private
-
2002
Angela Baurley, Founder & Chief Executive Officer at Affinity Wealth Management
Angela BaurleyFounder & CEO
<$5M
1-10
Private
-
2008
DW
Donna WilliamsDirector, Client Services
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
HR
Heather RutschService Manager
<$5M
1-10
Private
-
2012
CK
Caroline KwiatkowskiChief Investment Officer & Wealth Advisor
<$5M
11-50
Private
-
1968
OG
Olivio GomezVice President, Investment Advisory Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Affinity Wealth Management Tech Stack

A closer look at the technologies used by Affinity Wealth Management

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Frequently Asked Questions Regarding Affinity Wealth Management

What is Affinity Wealth Management's official website?
Affinity Wealth Management's official website is www.affinitytucson.com
What is Affinity Wealth Management's Revenue?
Affinity Wealth Management's revenue is <$5 Million
What is Affinity Wealth Management's SIC code?
Affinity Wealth Management's SIC: 62,628
What is Affinity Wealth Management's NAICS code?
Affinity Wealth Management's NAICS: 52,523
How many employees does Affinity Wealth Management have?
Affinity Wealth Management has 1-10 employees
What industry does Affinity Wealth Management belong to?
Affinity Wealth Management is in the industry of: Finance, Securities Trading
What is Affinity Wealth Management competition?
Affinity Wealth Management top competitors include: WM Wealth, Clarity Capital Partners, Ideal Wealth Management, Signature Wealth Management Group
What technology does Affinity Wealth Management use?
Some of the popular technologies that Affinity Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Affinity Wealth Management?
Affinity Wealth Management contact info: Phone number: (520) 795-3360 Website: www.affinitytucson.com
What does Affinity Wealth Management do?

Trusted Wealth Management Advisors is a Tucson-based firm specializing in comprehensive wealth management services, including retirement planning, investment strategies, estate planning, and insurance. They prioritize building long-term relationships with clients by understanding their personal situations, goals, and risk tolerances. The company ai... ms to help clients organize their financial lives and secure their financial futures through personalized plans. Their commitment extends to the community, ensuring that clients are well-informed and empowered in their financial decisions.Read More

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

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