Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461380672
SEC advisor number
801-81133
FINRA CRD number
166226
AUM ?
$480.11 mm
(as of 11 Mar 24)
Accounts
1,409
(as of 11 Mar 24)
Employees
8
(5 investment advisory or research)
Address
Affinity Capital Advisors
825 PAGE STREET
BERKELEY
CA 94710
825 PAGE STREET
BERKELEY
CA 94710
Phone
510-984-0261
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22