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A FIN MANAGEMENT LLC

SUNNY ISLES BEACH, FL · CRD 315482 · IAPD ↗ · affinitypartners.com · 305-280-0680

$6.16BRegulatory AUM
20Advisory reps
30Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — A FIN MANAGEMENT LLC reported RAUM up 28% ($4.80B -> $6.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2025 — A FIN MANAGEMENT LLC reported RAUM up 60% ($3.00B -> $4.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — A FIN MANAGEMENT LLC grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.