Single Family OfficeRIA · CRD 144642SEC-Registered

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Affinity Financial

Affinity Financial, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1...

Affinity Financial

Affinity Financial, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Affinity Financial?

No named investment professionals or decision-makers have been identified through public sources. The firm does not disclose its management team or investment committee structure.

What is the underlying wealth origin for Affinity Financial?

The source of wealth managed by Affinity Financial is not publicly known. The firm has not attributed its capital to any named individual, family, or business enterprise.

Does Affinity Financial invest in external funds or only directly?

Affinity Financial's investment approach is not documented in any public source reviewed. It is unknown whether the firm makes direct investments, fund commitments, or both.

What investment stages does Affinity Financial target?

No information is available regarding the investment stages — such as venture capital, growth equity, or buyout — that Affinity Financial may target.

Is Affinity Financial related to any other investment firm or family office?

No affiliations or relationships with other investment firms, family offices, or financial institutions have been publicly recorded for Affinity Financial.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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