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AFINITIV LLC
Tel: 61404730453
30 North Gould Street Suite R
Sheridan, Wyoming 82801
AFINITIV LLC
AFINITIV LLC is a Sheridan, Wyoming based financial advisory firm with nearly $201,282 in assets under management and provides investment advisory services for 11 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Publication of periodicals and newsletters , Education seminars/workshops , Other (ONLINE 'ROBO' ADVICE, WHICH PROVIDES PORTFOLIO RECOMMENDATIONS ON THE BASIS OF RESPONSES TO AN ONLINE QUESTIONNAIRE.)
Fee Structure:
A percentage of AUM
Firm CRD#:
305672
SEC#:
801-117750
No. of Clients:
11
Assets under Management
$201,282
No. of Advisors:
2
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