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Building 2AFFINITY CAPITAL ADVISORS LLC

Map pinBERKELEY, CA
Phone510-984-0261
NotebookSEC #801-81133
Total AUM
$851.3M
Employees
11
Clients
547

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
825 PAGE STREET
BERKELEY
CA 94710
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
510-984-0261

ReceiptFinancials

Total AUM
$851.3M
Accounts
1,766
Discretionary
$632.6M
Accounts
1,294
Non-Discretionary
$218.8M
Accounts
472

ContactClients

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Individual Clients
325
AUM
$127.8M
HNW Individual Clients
206
AUM
$712.4M
Pension/Profit Sharing Plan Clients
11
AUM
$4.1M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
4
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAMANENVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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