Affinity Capital Advisors LLC

Affinity Capital Advisors LLC (CRD# 166226) is a financial advisory firm headquartered in Berkeley, CA. They manage $480,108,681 in 1,409 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
825 Page Street, Berkeley, CA 94710
http://www.affinitycapadv.com
By the Numbers
  • Total Assets Under Management
    480
    MILLION
  • Total Number of Accounts
    1,409
    ACCOUNTS
  • Average Account Value
    $340,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MA, NE, NV, NY, OR, TX, WA

Financial Advisors at Affinity Capital Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert Bradford, financial advisor Berkeley CA
Robert J. Bradford
CRD#: 5955505
825 Page Street, Berkeley, CA 94710

Robert Bradford (CRD# 5955505) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 12 years of experience in the finance industry.

2
Sean Kenmore, financial advisor Berkeley CA
Sean M. Kenmore
CRD#: 5601488
825 Page Street, Berkeley, CA 94710

Sean Kenmore (CRD# 5601488) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 15 years of experience in the finance industry.

3
Jonathan Manzo-Cardenas, financial advisor Berkeley CA
Jonathan Manzo-Cardenas
CRD#: 5742461
825 Page Street, Berkeley, CA 94710

Jonathan Manzo-Cardenas (CRD# 5742461) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 13 years of experience in the finance industry.

4
Richard Greywitt, financial advisor Berkeley CA
Richard J. Greywitt
CRD#: 5880231
825 Page Street, Berkeley, CA 94710

Richard Greywitt (CRD# 5880231) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.

5
Susan Landry, financial advisor Berkeley CA
Susan Landry
CRD#: 7383795
825 Page Street, Berkeley, CA 94710

Susan Landry (CRD# 7383795) is an Investment Advisor Representative working at Affinity Capital Advisors LLC in Berkeley, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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