RIA Intel›Advisers›Massachusetts›AFFINIA FINANCIAL GROUP, LLC

AFFINIA FINANCIAL GROUP, LLC

Advisory

N·BURLINGTON, MA

Data as of Mar 22, 2023 · Source: SEC Form ADV

Total AUM

$363M

1-Year AUM Growth

-3.9%

3-Year CAGR

+9.0%

Employees

6

Assets Under Management

Total AUM$363M

Discretionary AUM$361M

Non-Discretionary AUM$2M

Discretionary %99.6%

Total Clients—

Team

Total Employees6

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingJun 11, 2019

Latest FilingMar 22, 2023

🔒 Full AUM trend chart and 24 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AFFINIA FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.