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Stephen Walter Pelensky

AFFINITY INVESTMENT ADVISORS, LLC·IRVINE, California
Unclaimed Profile
18111 VON KARMAN AVE, IRVINE, CA 92612CRD# 2120050Firm CRD# 108278
01

About

Stephen Walter Pelensky is a registered financial advisor based in IRVINE, California, affiliated with AFFINITY INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
AFFINITY INVESTMENT ADVISORS, LLC
AFFINITY INVESTMENT ADVISORS, LLC
AUM
$938M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AFFINITY INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2120050
Firm CRD# 108278
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Walter Pelensky offer?
Stephen Walter Pelensky specializes in Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.
What are Stephen Walter Pelensky's credentials?
Stephen Walter Pelensky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Walter Pelensky located?
Stephen Walter Pelensky is based in IRVINE, California, working with AFFINITY INVESTMENT ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Stephen Walter Pelensky charge for services?
Stephen Walter Pelensky's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY INVESTMENT ADVISORS, LLC?
AFFINITY INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $938M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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