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AFFINIUS CAPITAL
9830 Colonnade Blvd.
Suite 600
San Antonio, Texas 78230
Tel: 800-531-8182
About AFFINIUS CAPITAL
AFFINIUS CAPITAL, formally registered with the SEC as AFFINIUS CAPITAL. The firm was established in 10/22/2021. They have over 13 offices throughout the country.
AFFINIUS CAPITAL is a San Antonio, Texas based Financial Planning firm with nearly $18,545,478,538 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 304 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316030 |
| SEC# | 801-122540 |
| Assets Managed by Firm | $18,545,478,538 |
| No. of Clients | 37 |
| No. of Advisors | 304 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 37 | $18,545,478,538 |
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