Affinity Investment Group, LLC
● SEC registered since 2002CRD 117191SEC# 801-61181Exeter, NH
Reg. AUM
$595.1M
Employees
9
Accounts
1,624
Location
Exeter, NH
Affinity Investment Group, LLC assets under management
Affinity Investment Group, LLC is a registered investment adviser overseen by the SEC based in Exeter, NH. The firm has been registered since 2002. It reports $595.1 million in regulatory assets under management and employs 9 people.
Affinity Investment Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Janice Gallagher | Chief Operations Officer | Under 5% | 2021 |
| Gregory Bruce Gagne Control | Managing Member, Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Affinity Investment Group, LLC manage?
Affinity Investment Group, LLC reports $595.1 million in regulatory assets under management on its Form ADV.
How many employees does Affinity Investment Group, LLC have?
Affinity Investment Group, LLC reports 9 employees.
Where is Affinity Investment Group, LLC located?
Affinity Investment Group, LLC is based in Exeter, NH and has been SEC-registered since 2002.
Does Affinity Investment Group, LLC disclose fund performance?
Affinity Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Hampton Road, Unit 7, Exeter, NH 03833 |
| Phone | 603-778-6436 |
| Fax | 603-418-0084 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$595.1M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$595.1Mregulatory AUM
Discretionary $541.1MNon-discretionary $54M