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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 $19,889,331,309 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 307 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 316030 |
| SEC# | 801-122540 |
| Assets Managed by Firm | $19,889,331,309 |
| No. of Clients | 37 |
| No. of Advisors | 307 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 37 | $19,889,331,309 |
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