RIA Intelligence

AFINITIV LLC

CRD #305672 SEC #801-117750 SHERIDAN, WY +61404730453
SEC Registered
Total AUM
$270.8K
Discretionary
$150.3K
Employees
2
Clients
0
Accounts
7

AUM Over Time

DateSep 2025
Total AUM$270.8K
Discretionary$150.3K
Non-Disc.$120.6K
Employees2
Clients0
DateSep 2024
Total AUM$201.3K
Discretionary$150.2K
Non-Disc.$51.1K
Employees2
Clients0
DateAug 2023
Total AUM$323.3K
Discretionary$323.3K
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$500K
Discretionary$475K
Non-Disc.$25K
Employees2
Clients0
DateAug 2021
Total AUM$783K
Discretionary$783K
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$558.9K
Discretionary$558.9K
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$558.9K
Discretionary$558.9K
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$823
Discretionary$823
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0