Affinity Investment Advisors, LLC

Affinity Investment Advisors, LLC (CRD# 108278) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,065,644,137 in 112 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,066
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $9,514,680
Compensation Options
  • A percentage of assets under your management
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 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 - 2 of 2 top financial advisors.
1
Gregory R. Lai
CRD#: 2262839
4041 Macarthur Blvd, Suite 150, Newport Beach, CA 92660

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

2
Steven L. Spare
CRD#: 2396178
4041 Macarthur Blvd, Suite 150, Newport Beach, CA 92660

Steven Spare (CRD# 2396178) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry.

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