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Joshua Nmn Katz

Chief Compliance Officer, Manager Of Investment OperationsAffinity Investment Advisors, LLCCRD 4447522

About Joshua Nmn Katz

Joshua Nmn Katz is listed as Chief Compliance Officer, Manager Of Investment Operations at Affinity Investment Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Joshua Nmn Katz is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Affinity Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joshua Nmn Katz work?

Joshua Nmn Katz is listed as Chief Compliance Officer, Manager Of Investment Operations at Affinity Investment Advisors, LLC on SEC Form ADV.

How much of Affinity Investment Advisors, LLC does Joshua Nmn Katz own?

Form ADV reports a beneficial ownership band of Under 5%.

Affinity Investment Advisors, LLC

TitleChief Compliance Officer, Manager Of Investment Operations
OwnershipUnder 5%
Control personYes
Since2020

Rayliant Investment Research

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025