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 mutu...
Current Hours
- Sun CLOSED
- Mon 9:30 AM - 7:30 PM
- Tue 9:30 AM - 7:30 PM
- Wed 9:30 AM - 7:30 PM
- Thu 9:30 AM - 7:30 PM
- Fri 9:30 AM - 9:00 PM
- Sat CLOSED
-
Wed 9:30 AM - 7:30 PMOPEN NOW
- Location TypeHQ
- Opening Date1993
- Annual Revenue Estimate$100,001 to $500,000
- SIC Code show
- Employees2 to 4
- Contactsshow
- Principal Jay Burton
- Phone 831-630-1335
- Email [email protected]
- Fax 831-207-4318
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