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Affinity Investment Group, LLC

● SEC registered since 2002CRD 117191SEC# 801-61181Exeter, NH
Export (members)
Reg. AUM
$515.3M
Employees
7
Accounts
1,550
Location
Exeter, NH

Affinity Investment Group, LLC assets under management

Affinity Investment Group, LLC is a registered investment adviser overseen by the SEC based in Exeter, NH. The firm has been registered since 2002. It reports $515.3 million in regulatory assets under management and employs 7 people.

Affinity Investment Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Denise Janice GallagherChief Operations OfficerUnder 5%2021
Gregory Bruce Gagne ControlManaging Member, Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Affinity Investment Group, LLC manage?

Affinity Investment Group, LLC reports $515.3 million in regulatory assets under management on its Form ADV.

How many employees does Affinity Investment Group, LLC have?

Affinity Investment Group, LLC reports 7 employees.

Where is Affinity Investment Group, LLC located?

Affinity Investment Group, LLC is based in Exeter, NH and has been SEC-registered since 2002.

Does Affinity Investment Group, LLC disclose fund performance?

Affinity Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18 Hampton Road, Unit 7, Exeter, NH 03833
Phone603-778-6436
Fax603-418-0084
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$456.3M
Non-discretionary$59M
Total (RAUM)$515.3M