Lai Family Trust is listed as Member at Affinity Investment Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Affinity Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lai Family Trust work?
Lai Family Trust is listed as Member at Affinity Investment Advisors, LLC on SEC Form ADV.
How much of Affinity Investment Advisors, LLC does Lai Family Trust own?
Form ADV reports a beneficial ownership band of Under 5%.