At-a-glance
Overview
Affinity Wealth Management is a privately held Financial Planning firm that has been providing services to successful individuals, their families, and businesses for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, the company has evolved into a regional Wealth Management firm. His son, Donald Kalil, joined the firm in 1985 and is currently Chairman of Affinity.
The firm was selected by the Better Business Bureau of Delaware to be the 2002 recipient of the Torch Award for high marketplace ethics and has been listed among the top 500 Wealth Management firms in the country by Bloomberg Wealth Manager Magazine.
Business Details
- Location of This Business
- 2961 Centerville Rd Ste 310 Red Clay Center, Wilmington, DE 19808-1663
- BBB File Opened:
- 2/15/2001
- Years in Business:
- 50
- Business Started:
- 1/1/1974
- Business Incorporated:
- 11/27/2017
- Accredited Since:
- 1/31/2001
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. James E. Hall Jr., Chairperson/CEO
- Mr. Michael Sicuranza, President
- Contact Information
Principal
- Mr. James E. Hall Jr., Chairperson/CEO
Customer Contact
- Mr. James E. Hall Jr., Chairperson/CEO
- Additional Contact Information
Fax Numbers
- (302) 295-9954Primary Fax
Phone Numbers
- (800) 825-8399Other Phone
- (302) 295-9954
Customer Complaints
0 Customer Complaints
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