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AFINITIV LLC

Tel: 61404730453
30 North Gould Street
Suite R
Sheridan, Wyoming  82801

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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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