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).

By the Numbers
  • Total Assets Under Management
    1,144
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Affinity Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory R. Lai
CRD#: 2262839
5140 Birch Street, Suite 300, 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
Michael R. Power
CRD#: 2124029
1901 Avenue Of The Stars, Suite 200, Los Angeles, CA 90067

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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