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Chief Operations Officer · Affinity Investment Group, LLC

Denise J. Gallagher

CRD 7500505 · Named on Form ADV at one SEC-registered adviser

At a glance

Affinity Investment Group, LLC, an SEC-registered wealth manager based in Exeter, NH with $595 million in regulatory assets, lists Denise J. Gallagher on its Form ADV as Chief Operations Officer.

Firms and roles

AtlasMembers

Denise’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gregory B. GagneManaging Member, Chief Compliance Officer, Affinity Investment Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Denise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.