AFFINITY CAPITAL ADVISORS LLC - Financial Advisor in California, Berkeley

Tel: 510-984-0261 825 Page Street Berkeley, California 94710

About AFFINITY CAPITAL ADVISORS LLC

AFFINITY CAPITAL ADVISORS LLC is a Berkeley, California based financial advisory firm with nearly $480,108,681 in assets under management and provides investment advisory services for 1409 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

166226

Firm SEC#:

801-81133

Assets Under Management:

$480,108,681

No. of Clients:

1409

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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