AFFINITY WEALTH MANAGEMENT, INC.
CRD #105840 SEC #801-20503 WILMINGTON, DE 302-652-6767
SEC Registered
Total AUM
$330.1M
Discretionary
$328.1M
Employees
10
Clients
251
Accounts
1,286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2017 | $330.1M | $328.1M | $2M | 10 | 0 |
| Nov 2017 | $330.1M | $328.1M | $2M | 10 | 0 |
| Sep 2017 | $330.1M | $328.1M | $2M | 10 | 500 |
| Mar 2017 | $330.1M | $328.1M | $2M | 10 | 500 |
| Mar 2016 | $316.7M | $314.7M | $2M | 10 | 500 |
| Mar 2015 | $326M | $323.2M | $2.8M | 10 | 500 |
| Mar 2014 | $284.1M | $280.7M | $3.4M | 11 | 500 |
| Mar 2013 | $232.8M | $230.9M | $1.9M | 8 | 500 |
| Oct 2012 | $213M | $207.6M | $5.4M | 6 | 500 |
| Aug 2012 | $213M | $207.6M | $5.4M | 6 | 500 |
| Mar 2012 | $213M | $207.6M | $5.4M | 6 | 500 |
| Apr 2011 | $199M | $196.1M | $2.9M | 10 | -- |
| Jul 2010 | $185M | $183M | $2M | 10 | -- |
| Mar 2008 | $201.5M | $199.4M | $2.1M | -- | -- |
| Mar 2007 | $206M | $203.2M | $2.8M | -- | -- |
| Mar 2006 | $186.9M | $185.7M | $1.2M | -- | -- |
| Sep 2005 | $138.7M | $137M | $1.7M | -- | -- |
| Mar 2004 | $107.3M | $106M | $1.3M | 10 | -- |
| Oct 2003 | $86.7M | $85.4M | $1.3M | -- | -- |
| Mar 2002 | $111.9M | $110.3M | $1.6M | -- | -- |
| Nov 2001 | $129.4M | $128.6M | $791.6K | -- | -- |
DateDec 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2M
Employees10
Clients0
DateNov 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2M
Employees10
Clients0
DateSep 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2M
Employees10
Clients500
DateMar 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2M
Employees10
Clients500
DateMar 2016
Total AUM$316.7M
Discretionary$314.7M
Non-Disc.$2M
Employees10
Clients500
DateMar 2015
Total AUM$326M
Discretionary$323.2M
Non-Disc.$2.8M
Employees10
Clients500
DateMar 2014
Total AUM$284.1M
Discretionary$280.7M
Non-Disc.$3.4M
Employees11
Clients500
DateMar 2013
Total AUM$232.8M
Discretionary$230.9M
Non-Disc.$1.9M
Employees8
Clients500
DateOct 2012
Total AUM$213M
Discretionary$207.6M
Non-Disc.$5.4M
Employees6
Clients500
DateAug 2012
Total AUM$213M
Discretionary$207.6M
Non-Disc.$5.4M
Employees6
Clients500
DateMar 2012
Total AUM$213M
Discretionary$207.6M
Non-Disc.$5.4M
Employees6
Clients500
DateApr 2011
Total AUM$199M
Discretionary$196.1M
Non-Disc.$2.9M
Employees10
Clients--
DateJul 2010
Total AUM$185M
Discretionary$183M
Non-Disc.$2M
Employees10
Clients--
DateMar 2008
Total AUM$201.5M
Discretionary$199.4M
Non-Disc.$2.1M
Employees--
Clients--
DateMar 2007
Total AUM$206M
Discretionary$203.2M
Non-Disc.$2.8M
Employees--
Clients--
DateMar 2006
Total AUM$186.9M
Discretionary$185.7M
Non-Disc.$1.2M
Employees--
Clients--
DateSep 2005
Total AUM$138.7M
Discretionary$137M
Non-Disc.$1.7M
Employees--
Clients--
DateMar 2004
Total AUM$107.3M
Discretionary$106M
Non-Disc.$1.3M
Employees10
Clients--
DateOct 2003
Total AUM$86.7M
Discretionary$85.4M
Non-Disc.$1.3M
Employees--
Clients--
DateMar 2002
Total AUM$111.9M
Discretionary$110.3M
Non-Disc.$1.6M
Employees--
Clients--
DateNov 2001
Total AUM$129.4M
Discretionary$128.6M
Non-Disc.$791.6K
Employees--
Clients--