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AFFINITY CAPITAL ADVISORS LLC
825 Page Street
Berkeley, California 94710
Tel: 510-984-0261
About AFFINITY CAPITAL ADVISORS LLC
AFFINITY CAPITAL ADVISORS LLC, formally registered with the SEC as AFFINITY CAPITAL ADVISORS LLC. The firm was established in 03/11/2015. They have over 1 offices throughout the country.
AFFINITY CAPITAL ADVISORS LLC is a Berkeley, California based Financial Planning firm with nearly $480,108,681 assets under management, offering retirement planning & investment advisory services to 1409 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166226 |
| SEC# | 801-81133 |
| Assets Managed by Firm | $480,108,681 |
| No. of Clients | 1409 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1409 | $480,108,681 |
| Individuals (other than high net worth individuals) | 267 | $79,397,519 |
| High net worth individuals | 175 | $394,404,008 |
| Pension and profit sharing plans | 9 | $2,714,508 |
| Charitable organizations | 1 | $2,485,282 |
| Corporations or other businesses | 5 | $1,107,364 |
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