| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Robert Lai Control | Ceo/Member | Over 75% | 1992 |
| Joshua Nmn Katz Control | Chief Compliance Officer, Manager Of Investment Operations | Under 5% | 2020 |
| Lai Family Trust | Member | Under 5% | 2020 |
Affinity Investment Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Affinity Investment Advisors, LLC reports 6 employees.
Affinity Investment Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 1992.
Affinity Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5140 Birch Street, Suite 300, Newport Beach, CA 92660 |
| Phone | 949-660-6373 |
| Fax | 949-251-5666 |
| Office hours | 7:00-5:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1520601 |
| Discloses disciplinary history | No |
| Discretionary | $1.06B |
| Non-discretionary | $3M |
| Total (RAUM) | $1.07B |