Affluent Equities LLC 815 Quail Hollow Drive Category: Invested Management
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More Contacts Of Affluent Equities LLC
831-207-4318 (Fax)
,moc.loa@9002bdyaj (Owner)
Company representatives
Phone: 831-630-1335
Jay Burton, CEO of Investment Advisment Co.
Jay Burton, Financial
About Affluent Equities LLC
Affluent Equities provides long term stock market timing models, and individualized and personalized portfolios tailored to the needs of our clients.
We provide a selection of the best mutual funds and EFT's that are desiged to fit your time horizon and tolerance for risk. Whether you are seeking current income with less risk or high returns with greater risk, we provide a recommended list of strictly NO-LOAD and low cost funds that will help you generate greater returns compared to their bench mark indices.
.As a member of Affluent Equities, you will receive personal attention designed for your lifestyle, a quarterly update on the best mutual funds and EFT's picks for the year, based on what you want or your company offers in the way of choices.If we happen to foresee any negative conditions within the market or economy, we will send out a special letter.
Products and Services
- Investment Advisment
- Long term market timing
- Confidential portfolio management.
Opening Hours
9:30am to 7:30pm Monday through Thursday Friday 9:30am to 9:00pm Closed on weekends
- SundayCLOSED
- Monday9:30 AM to 7:30 PM
- Tuesday9:30 AM to 7:30 PM
- Wednesday9:30 AM to 7:30 PM
- Thursday9:30 AM to 7:30 PM
- Friday9:30 AM to 9:00 PM
- SaturdayCLOSED
Business categories
- Stock Exchanges
- Certified Financial Planners
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
2 to 4
Years In Business
31
Memberships
- sicp,nasd
Brands
- Vanguard
- Barron Funds
- CGM Focus
- EFT's
- Fidelity
Additional information
Affluent Equities, walks the walk! Our entire staff invests in all the reccomendations we serve our clients......we want to make money too!
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