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Gregory Robert Lai

Ceo/MemberAffinity Investment Advisors, LLCCRD 2262839

About Gregory Robert Lai

Gregory Robert Lai is listed as Ceo/Member at Affinity Investment Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Over 75%. Gregory Robert Lai is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Affinity Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Robert Lai work?

Gregory Robert Lai is listed as Ceo/Member at Affinity Investment Advisors, LLC on SEC Form ADV.

How much of Affinity Investment Advisors, LLC does Gregory Robert Lai own?

Form ADV reports a beneficial ownership band of Over 75%.

Affinity Investment Advisors, LLC

TitleCeo/Member
OwnershipOver 75%
Control personYes
Since1992
View Affinity Investment Advisors, LLC →

Affinity Investment Advisors, LLC

TitleTrustee
Ownership—
Control personYes
Since2020
View Affinity Investment Advisors, LLC →