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AFFINIUS CAPITAL

9830 Colonnade Blvd.
Suite 600
San Antonio, Texas 78230
Tel: 800-531-8182

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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 StatusApproved
Firm CRD#316030
SEC#801-122540
Assets Managed by Firm$18,545,478,538
No. of Clients37
No. of Advisors304

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 ClientsAUM
Firm Total37$18,545,478,538

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