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Michael Richard Power

Affinity Investment Advisors, LLC

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About Michael Richard Power

Michael Richard Power is an investment advisor representative for Affinity Investment Advisors, LLC, Power Asset Management LLC, and Power Forward Management, LLC. Michael is registered with the state of California and is also a registered investment advisor. Michael is based in Los Angeles, California, and has been in the industry since 2000. He has experience working for several firms including PaineWebber Incorporated, Mutual Securities, Inc., Quasar Distributors, LLC, and First Fund Distributors, Inc. Michael has passed the Series 7, Series 63, and Series 65 examinations.

Firm Information

Michael Power is currently registered with Affinity Investment Advisors, LLC. 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.

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Michael Power’s Registration & Firm History

CA

01/01/2025 - Present

Affinity Investment Advisors, LLC (LOS ANGELES CA)

CA

06/20/2007 - 08/13/2008

MUTUAL SECURITIES, INC. (AGOURA HILLS CA)

ME

10/04/2001 - 10/30/2003

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

10/20/2000 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

02/16/2000 - 06/08/2000

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

AZ

04/24/1998 - 10/27/1998

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

NJ

10/12/1994 - 05/13/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CT

11/26/1993 - 12/19/1994

FIRST DUNBAR SECURITIES CORPORATION (EAST BERLIN CT)

NY

03/15/1991 - 12/13/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/20/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Richard Power.
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