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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $362.9M | $361.4M | $1.5M | 10 | 0 |
| Mar 2023 | $362.9M | $361.4M | $1.5M | 10 | 0 |
| Dec 2022 | $377.5M | $372.8M | $4.8M | 11 | 0 |
| Jun 2022 | $377.5M | $372.8M | $4.8M | 11 | 0 |
| May 2022 | $377.5M | $372.8M | $4.8M | 11 | 0 |
| Mar 2022 | $377.5M | $372.8M | $4.8M | 11 | 0 |
| Oct 2021 | $335.8M | $331.1M | $4.7M | 10 | 0 |
| Sep 2021 | $335.8M | $331.1M | $4.7M | 10 | 0 |
| Aug 2021 | $335.8M | $331.1M | $4.7M | 10 | 0 |
| May 2021 | $335.8M | $331.1M | $4.7M | 10 | 0 |
| Apr 2021 | $335.8M | $331.1M | $4.7M | 9 | 0 |
| Mar 2021 | $335.8M | $331.1M | $4.7M | 9 | 0 |
| Nov 2020 | $280.7M | $275.8M | $4.9M | 9 | 332 |
| Oct 2020 | $280.7M | $275.8M | $4.9M | 9 | 332 |
| Jun 2020 | $280.7M | $275.8M | $4.9M | 9 | 332 |
| Mar 2020 | $280.7M | $275.8M | $4.9M | 9 | 332 |
| Dec 2019 | $248.5M | $244M | $4.5M | 8 | 305 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 6 | 0 |
| Jul 2019 | $0 | $0 | $0 | 5 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
| Jun 2019 | $0 | $0 | $0 | 4 | 0 |
DateMar 2023
Total AUM$362.9M
Discretionary$361.4M
Non-Disc.$1.5M
Employees10
Clients0
DateMar 2023
Total AUM$362.9M
Discretionary$361.4M
Non-Disc.$1.5M
Employees10
Clients0
DateDec 2022
Total AUM$377.5M
Discretionary$372.8M
Non-Disc.$4.8M
Employees11
Clients0
DateJun 2022
Total AUM$377.5M
Discretionary$372.8M
Non-Disc.$4.8M
Employees11
Clients0
DateMay 2022
Total AUM$377.5M
Discretionary$372.8M
Non-Disc.$4.8M
Employees11
Clients0
DateMar 2022
Total AUM$377.5M
Discretionary$372.8M
Non-Disc.$4.8M
Employees11
Clients0
DateOct 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees10
Clients0
DateSep 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees10
Clients0
DateAug 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees10
Clients0
DateMay 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees10
Clients0
DateApr 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees9
Clients0
DateMar 2021
Total AUM$335.8M
Discretionary$331.1M
Non-Disc.$4.7M
Employees9
Clients0
DateNov 2020
Total AUM$280.7M
Discretionary$275.8M
Non-Disc.$4.9M
Employees9
Clients332
DateOct 2020
Total AUM$280.7M
Discretionary$275.8M
Non-Disc.$4.9M
Employees9
Clients332
DateJun 2020
Total AUM$280.7M
Discretionary$275.8M
Non-Disc.$4.9M
Employees9
Clients332
DateMar 2020
Total AUM$280.7M
Discretionary$275.8M
Non-Disc.$4.9M
Employees9
Clients332
DateDec 2019
Total AUM$248.5M
Discretionary$244M
Non-Disc.$4.5M
Employees8
Clients305
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0