Affinity Investment Advisors, LLC

Affinity Investment Advisors, LLC (CRD# 108278) is a financial advisory firm headquartered in Irvine, CA. They manage $1,232,805,487 in 286 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,233
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $4,310,509
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, HI, IL, MO, NC, NE, NH, NJ, NV, NY, PA, SC, TN, TX, WI

Financial Advisors at Affinity Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jordan M. Floriani
CRD#: 2579621
18191 Von Karman Avenue, Suite 420, Irvine, CA 92612
96
Wealthminder
score

Jordan Floriani (CRD# 2579621) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has over 15 years of experience in the finance industry.

2
Steven L. Spare
CRD#: 2396178
18111 Von Karman Ave., Suite 550, Irvine, CA 92612
96
Wealthminder
score

Steven Spare (CRD# 2396178) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has over 22 years of experience in the finance industry.

3
John W. Hart
CRD#: 1074950
18111 Von Karman Ave, Suite 550, Irvine, CA 92612
93
Wealthminder
score

John Hart (CRD# 1074950) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has over 22 years of experience in the finance industry.

4
Gregory R. Lai
CRD#: 2262839
18191 Von Karman Avenue, Suite 420, Irvine, CA 92612
90
Wealthminder
score

Gregory Lai (CRD# 2262839) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has 1 year of experience in the finance industry.

5
Winnie B. Phung
CRD#: 5493024
18111 Von Karmen Ave, Suite 550, Irvine, CA 92612
90
Wealthminder
score

Winnie Phung (CRD# 5493024) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

6
Rachel J. Yu
CRD#: 6092451
18111 Von Karman Ave, Suite 550, Irvine, CA 92612
89
Wealthminder
score

Rachel Yu (CRD# 6092451) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Irvine, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.