Unclaimed Profile

Douglas Reed Thorne

AFFINITY CAPITAL ADVISORS LLC·BERKELEY, California

Series 2, Series 6, Series 7, Series 26, Series 63Clean record30 years registeredAFFINITY CAPITAL ADVISORS LLC

825 PAGE STREET, BERKELEY, CA 94710CRD# 2006368Firm CRD# 166226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Reed Thorne · BERKELEY, CA

Registration

CRD #2006368 · AFFINITY CAPITAL ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFINITY CAPITAL ADVISORS LLC

AFFINITY CAPITAL ADVISORS LLC

Mar 2015 – Jul 2020

BERKELEY, CA

THORNE ASSET MANAGEMENT, INC.

Aug 1996 – Mar 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 7

Series 26

Series 63

Registration record

First registered · August 12, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINITY CAPITAL ADVISORS LLC

CRD 166226 · SEC 801-81133

AUM

$480M

Regulatory assets under management

Employees

1,409 client accounts

Services offered by AFFINITY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFINITY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Reed Thorne offer?

Douglas Reed Thorne specializes in Financial Planning, Investment Management.

What are Douglas Reed Thorne's credentials?

Douglas Reed Thorne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Reed Thorne located?

Douglas Reed Thorne is based in BERKELEY, California, last registered with AFFINITY CAPITAL ADVISORS LLC.

How does Douglas Reed Thorne charge for services?

Douglas Reed Thorne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFINITY CAPITAL ADVISORS LLC?

AFFINITY CAPITAL ADVISORS LLC has approximately 8 employees and manages $480M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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