AFFINITY INVESTMENT ADVISORS, LLC

NEWPORT BEACH, California·7 registered advisors·CRD# 108278
SEC# 801-420150949-660-6373
01

Firm Overview

AUM
$938M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at AFFINITY INVESTMENT ADVISORS, LLC

7 registered advisors
Cindy Fong Lai
NEWPORT BEACH, California
Gregory Robert Lai
NEWPORT BEACH, California
Jeffrey Lawrence Randolph
NEWPORT BEACH, California
Jordan Melissa Floriani
IRVINE, California
Joshua Nmn Katz
NEWPORT BEACH, California
Michael Anthony Petrino
IRVINE, California
Stephen Walter Pelensky
IRVINE, California
05

Office Locations

NEWPORT BEACH, California
4 advisors
IRVINE, California
3 advisors

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Data sourced from SEC Form ADV filings. AFFINITY INVESTMENT ADVISORS, LLC (CRD# 108278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.