About
Overview
Affinity Wealth Management LLC
2961 Centerville Rd Ste 310
Red Clay Center
Wilmington, DE 19808-1663
BBB Accredited Since: 1/31/2001
Years in Business: 51
BBB Accreditation & Rating
About This Business
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
- Local BBB:
- BBB Serving Delaware
- BBB File Opened:
- 2/15/2001
- Business Started:
- 1/1/1974
- Business Incorporated:
- 11/27/2017
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. James E. Hall Jr., Chairperson/CEO
- Mr. Michael Sicuranza, President
Additional Contact Information
- Principal Contacts
- Mr. James E. Hall Jr., Chairperson/CEO
- Customer Contacts
- Mr. James E. Hall Jr., Chairperson/CEO
- Fax numbers
- Primary Fax: (302) 295-9954
- Additional Phone Numbers
- Other Phone: (800) 825-8399
Additional Information
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