Gaetano
Cappelletti

Affinity Financial Advisory

CRD#3082762
Investment Advisor
in Allen Park, MI

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About this Advisor

Gaetano Cappelletti is a chartered financial analyst based out of Allen Park, Michigan, with 15 years of professional experience. Cappelletti is an employee of Affinity Financial Advisory. They have spent their whole career at Affinity Financial Advisory. Cappelletti maintains a Series 63 license, certifying them as a securities agent, and is able to advise clients in Michigan. Affinity Financial Advisory is a financial advisory company that has its headquarters in Allen Park, Michigan. It oversees $36 million in assets between its 252 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 252 customer accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses and other services. A financial advisor's fees largely are based on which service is offered. However, fee types charged by Affinity Financial Advisory likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

7300 Park Ave.
Allen Park, MI 48101

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Affinity Financial Advisory Brokerage Details

Total Assets Under Management

$36,079,810

MI Average: $943,424,332
Total Number of Employees

1

MI Average: 21
Total Number of Accounts

252

MI Average: 1,586
Average Account Size

$143,174

MI Average: $594,845

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Gaetano Cappelletti Work History

Gaetano has 15 years of experience.

2005 - Present (16 years)

Affinity Financial Advisory

Disclosures

Gaetano Cappelletti has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Affinity Financial Advisory

Matthew Holody
Allen Park, MI
Gaetano Cappelletti
Allen Park, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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