Affinity currently offers investors US equity strategies spanning the market capitalization range, as well as international and global equity. Track the AUM, funds, and holdings for Affinity Capital Advisors LLC over time. View the latest funds and 13F holdings. Compare against similar firms. 1 Fave for Affinity Capital Advisors from neighbors in Berkeley, CA. Connect with neighborhood businesses on Nextdoor. Affinity Capital Advisors, LLC Portfolio Holdings. AFFINITY CAPITAL ADVISORS LLC is a financial advisory firm that provides personalized financial planning and investment management services to individuals and.
Affinity Capital Advisors LLC is a California Limited Liability Company with a team of 8, 5 of whom are dedicated to advisory roles. Affinity Capital was formed in Houston, Texas in as a Registered Investment Advisor dedicated to providing portfolio management and financial services. About Us. Founded in , Affinity Investment Advisors, LLC is an independently owned, registered investment advisor based in Newport Beach, California. Peter serves as Senior investment advisor at Affinity Investment Group, LLC. Peter is a Certified Financial Planner™. Institutional Holder Details for Affinity Capital Advisors, LLC () including top holdings, top buys and sells, performance simulation. Managing Partner - CERTIFIED FINANCIAL PLANNER at Affinity Capital Advisors · Experience: Affinity Capital Advisors · Location: Berkeley · + connections. Affinity Capital Advisors LLC provides investment advisory services. The Company offers wealth management, financial, retirement, tax, and estate planning. This page shows a list of all the recent 13F filings made by Affinity Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of. As of 03/31/, below is a summary of the Affinity Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by. ACA is an independent financial planning and investment advisory firm. We provide our clients with comprehensive, unbiased financial guidance. Affinity Capital Advisors LLC, based out of Berkeley, CA, is a small investment advisory firm with a strong focus on serving high net worth individuals.
View Affinity Capital Advisors (dmitrovchanin.ru) location in California, United States, revenue, industry and description. Find related and similar. Affinity Capital Advisors · Map · Page St. Berkeley, CA West Berkeley. Directions · () Call Now · Known For. Find company research, competitor information, contact details & financial data for Affinity Capital Advisors LLC of Berkeley, CA. Find a Affinity Capital Advisors Llc firm location in your area. Contact firm, get directions, or connect with a financial advisor. Senior Finance Advisor. A boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients' most trusted equity investment manager. Affinity provides strictly investment management services as a portfolio manager or sub-advisor for both domestic and international portfolios. The primary. Affinity Capital Advisors is an investment firm that offers wealth management, retirement, tax & comprehensive financial planning services. AFFINITY CAPITAL ADVISORS LLCCRD#: PAGE STREET BERKELEY, CA 0. Disclosures. 8 Years of Experience. 3 Firms. 4. Examinations. Get more information for Affinity Capital Advisors in Berkeley, CA. See reviews, map, get the address, and find directions.
Affinity Capital Advisors, LLC. 13F. Affinity Capital Advisors, LLC. Last update , Stocks (5 new). Value $ Mil, Turnover 7 %. Countries: USA. IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators. Affinity Capital Advisors has $M in assets under management (AUM), dropping by %. Central Index Key (CIK): Tip: Access up. Trying To Reach Decision Makers? Find 9 employees from Affinity Capital Advisors. Start Free. Affinity Capital Advisors. Get information, directions, products, services, phone numbers, and reviews on Affinity Capital Advisors in Berkeley, undefined Discover more Investment.
View Affinity Capital Advisors (dmitrovchanin.ru) location in California, United States, revenue, industry and description. Historical performance of Affinity Capital Advisors LLC, showing the return on investment of the portfolio managed by Affinity Capital Advisors LLC and.
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