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The Affinity Advisory Group Logo
The Affinity Advisory Group CB Rank
318808
Heat Score
66
The Affinity Advisory Group provides financial and income generation services.
Founded
obfuscation
Private Yorba Linda, California, United States1-10 affinityadvisory.com
Finance
Overview

The Affinity Advisory Group
Heat Score
66

Growth Score
pts
in past quarter
Heat Score 66
-14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About The Affinity Advisory Group

CB Rank
318808
The Affinity Advisory Group provides financial and income generation services.
Founded
obfuscation
Private Yorba Linda, California, United States1-10 affinityadvisory.com
Finance

Key People

Details

Legal Name The Affinity Advisory Group LLC.
Operating Status Active
Company Type For Profit
Founders  Vicki Nasman
About the Company
The Affinity Advisory Group is portfolio management, operational efficiency, and product enhancement. They provide professional services with specific attention to Management. Their services include risk management, loan modification, human capital analysis, and business valuation.
Phone Number +1 714 926 6070
Contact Email the.affinity.advisory.group@affinityadvisory.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
Service focused on managing investment portfolios to align with client financial goals and risk tolerance.
Operations Improvement/Efficiency
Service aimed at enhancing business operations to improve efficiency and reduce costs.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$94.6KThis year, The Affinity Advisory Group is projected to spend $94.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
AI Servers Logo
AI Servers
100
Sony (SNE) Logo
Sony (SNE)
90
Cultivate Logo
Cultivate
88

Active Website Tech Count

12The Affinity Advisory Group is actively using 12 technologies for its website, according to BuiltWith. These include Google Tag Manager, Google Analytics, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is The Affinity Advisory Group's headquarters? The Affinity Advisory Group is located in Yorba Linda, California, United States.Who are The Affinity Advisory Group's competitors? Alternatives and possible competitors to The Affinity Advisory Group may include Betterment, Charles Schwab, and  Wealthfront.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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