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AFFINITY ASSET ADVISORS, LLC

CRD 312788 · SEC 801-120744

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450 PARK AVENUE, SUITE 1403, NEW YORK, NY, 10022, United States

Phone

646-481-3856

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.69B

Discretionary AUM

$1.69B

Team

10 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$1.69B

All web addresses on file

Official SEC filing: View on IAPD