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Affinity Capital

       

  • Houston: 713-238-6730
  • San Antonio: 210-320-8672

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Client Access

Each of our clients have access to an online portal with portfolio reporting and timely information concerning investment portfolios. Clients can also upload documents to an encrypted vault, including tax returns, estate documents, bank statements, personal documents and more. The portal is an opportunity to organize family and personal documents, view assets and connect with us.

 

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Client Portal

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Houston

  • 4203 Yoakum Boulevard, Suite 270, Houston, Texas 77006
  • Phone: 713-238-6730

San Antonio

  • 7201 Broadway, Suite 301, San Antonio, Texas 78209
  • Phone: 210-320-8672

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