Matthew
Holody

Affinity Financial Advisory

CRD#5889731
Investment Advisor
in Allen Park, MI

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About this Advisor

Matthew Holody is an advisor whose office is in Allen Park, Michigan. Currently a registered advisor with Affinity Financial Advisory, they have accumulated 11 years of experience in the financial advisory industry. Holody maintains a Series 65 license, designating them as an investment advisor representative. Holody is registered to serve investors based out of Michigan. Holody has spent their career at Affinity Financial Advisory. Affinity Financial Advisory is headquartered in Allen Park, Michigan. Overall, Affinity Financial Advisory manages $36 million in assets throughout 252 accounts and retains one person on staff. The firm's total assets under management places it among the smaller investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Affinity Financial Advisory provides portfolio management for individuals and small businesses and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years of Experience

11 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

Matthew Holody Work History

Matthew has 11 years of experience.

2009 - Present (12 years)

Flat Rock Metal Inc

Disclosures

Matthew Holody 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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