Adviser Profile
| As of Date | 12/20/2023 |
| Registration status | Registration Changed to THE AFFINITY GROUP, LLC |
| ADV Location | ALBANY, NY, United States |
| Contact Info | 518 xxxxxxx |
| Websites |
| AUM* | 156,702 -100% |
| of that, discretionary | 156,702 -100% |
| Number of Employees | 5 -29% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,386 -95% |
| % High Net Worth | 63.16% 226% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
86M
73M
61M
49M
37M
24M
12M
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
No private funds