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Affinity Investment Advisors, LLC

Headquartered in NEWPORT BEACH, CA

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Firm Information

Affinity Investment Advisors, LLC is an investment advisor based in Newport Beach, CA. They provide portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer model portfolio recommendations and selection of other advisors. The firm manages over $938 million in assets for a variety of clients including investment companies, charitable organizations, pension and profit-sharing plans, high net worth individuals, and corporations.

Affinity Investment Advisors, LLC

5140 BIRCH STREET

NEWPORT BEACH, CA 92660

$938.13M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio recommendations

Model portfolio recommendations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

AFFINITY INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

LOS ANGELES, CA

location

Newport Beach, CA

Advisors at Affinity Investment Advisors, LLC

View All 2 Advisors
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Michael Richard Power

RA

LOS ANGELES, CA

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Gregory Robert Lai

CFA®, RA

Newport Beach, CA

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Disclosures

There are no public disclosures for Affinity Investment Advisors, LLC.

Frequently Asked Questions (6)

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