Affinity Investment Advisors, LLC
Affinity Investment Advisors, LLC (CRD# 108278) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,143,549,496 in 98 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,144MILLION
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Total Number of Accounts98ACCOUNTS
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Average Account Value$11,668,872
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI
Financial Advisors at Affinity Investment Advisors, LLC
1
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
Michael Power (CRD# 2124029) is an Investment Advisor Representative working at Affinity Investment Advisors, LLC in Los Angeles, CA and has over 33 years of experience in the finance industry.
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