RIA Intel›Advisers›Connecticut›AFFINITY FINANCIAL SOLUTIONS, LLC

AFFINITY FINANCIAL SOLUTIONS, LLC

Advisory

CT

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CT

#1,233

of 1,312 advisers by AUM

Average account

$130K

across 48 accounts

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

RESTORATION CAPITAL MANAGEMENT LLC

$6M

PAULSON PRIVATE WEALTH LLC

$6M

KANE FINANCIAL PLANNING, LLC

$6M

WORRELL ADVISORY SERVICES, LLC

$6M

ROCKHOUSE CAPITAL, LLC

$6M

LEHNER CAPITAL, LLC

$6M

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