AdvisorOS Directory
Claim Profile
JK

Joshua Nmn Katz

AFFINITY INVESTMENT ADVISORS, LLC·NEWPORT BEACH, California
Unclaimed Profile
5140 BIRCH STREET, NEWPORT BEACH, CA 92660CRD# 4447522Firm CRD# 108278
01

About

Joshua Nmn Katz is a registered financial advisor based in NEWPORT BEACH, California, affiliated with AFFINITY INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
AFFINITY INVESTMENT ADVISORS, LLC
AFFINITY INVESTMENT ADVISORS, LLC
AUM
$938M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at AFFINITY INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4447522
Firm CRD# 108278
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joshua Nmn Katz offer?
Joshua Nmn Katz specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Joshua Nmn Katz's credentials?
Joshua Nmn Katz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Nmn Katz located?
Joshua Nmn Katz is based in NEWPORT BEACH, California, working with AFFINITY INVESTMENT ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Joshua Nmn Katz charge for services?
Joshua Nmn Katz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINITY INVESTMENT ADVISORS, LLC?
AFFINITY INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $938M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWPORT BEACH
Daniel Lubeck — SOLIS CAPITAL PARTNERS II, LLCCraig Jonathan Dupper — SOLIS CAPITAL PARTNERS II, LLCJoshua Eldredge Harmsen — ANKONA MANAGEMENT, LLCLaila Sobhi Marshallpence — PENCE CAPITAL MANAGEMENT, LLCLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile