RIA Intelligence

AFFINIA FINANCIAL GROUP, LLC

CRD #304665 SEC #801-116945 BURLINGTON, MA (781) 365-8586
SEC Registered
Total AUM
$362.9M
Discretionary
$361.4M
Employees
10
Clients
11
Accounts
942

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WINN, CHRISTOPHER, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HADDAD, CYNTHIA, ROSEIPRINCIPALC Control
HADDAD, CYNTHIA, ROSEIPRINCIPALC Control
HADDAD, CYNTHIA, ROSEIPRINCIPALC Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
NADWORNY, JOHN, WILLIAMIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
DUNN, ALEXANDRIA, MORGANIWEALTH ADVISORB Control
DUNN, ALEXANDRIA, MORGANIWEALTH ADVISORB Control
DUNN, ALEXANDRIA, MORGANIWEALTH ADVISORB Control

Registrations

Federal

IA
Mar 17, 2023 REGISTERED

Notice Filings (7)

LA MA ME NH NY RI TX

Address

80 BLANCHARD ROAD
SUITE 201
BURLINGTON, MA 01803
United States
Phone: (781) 365-8586