Affinity Capital
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1020 Western Knolls Ave, Beaumont, Calif...Phone Number
(713) 238-6730Website
www.affinity-cap.comRevenue
$5.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Affinity Capital
Affinity Capital is a fiduciary, fee-only wealth management firm based in Houston and San Antonio, serving individuals and families across Texas and the U.S. They offer personalized guidance in wealth management, portfolio management, and retirement planning, focusing on the unique circumstances of their clients. Their intended clients include young investors, established investors, and families supporting aging parents, providing tailored strategies for generational wealth and financial complexity. Affinity Capital emphasizes building long-term relationships and understanding clients' full financial picture to navigate life's transitions with clarity and care.Explore more
Affinity Capital Org Chart
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Affinity Capital is a fiduciary, fee-only wealth management firm based in Houston and San Antonio, serving individuals and families across Texas and the U.S. They offer personalized guidance in wealth management, portfolio management, and retirement planning, focusing on the unique circumstances of their clients. Their intended clients include youn... Read More
