AFFINITY INVESTMENT ADVISORS, LLC

NEWPORT BEACH, California·2 registered advisors·CRD# 108278
SEC# 801-420150949-660-6373
01

Firm Overview

AUM
$938M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
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

2 registered advisors
Gregory Robert Lai
NEWPORT BEACH, California
Jordan Melissa Floriani
IRVINE, California
05

Office Locations

IRVINE, California
1 advisor
NEWPORT BEACH, California
1 advisor

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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.