Affinity Investment Advisors LLC
Legal Name: AFFINITY INVESTMENT ADVISORS, LLC
4041 MACARTHUR BLVD, SUITE 150, NEWPORT BEACH, CA
949-660-6373
https://www.affinityinvestment.com
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Full Contact Details
Affinity Investment Advisors LLC
4041 MACARTHUR BLVD, SUITE 150, NEWPORT BEACH, CA
949-660-6373
949-251-5666
Other Info
Affinity Investment Advisors LLC is a CA Limited Liability Company that employs 12 individuals, including 5 advisory professionals, and provides financial services to 11 clients. The company has been registered with the SEC since July 28, 1992, and is in good standing with an approved status.
Experienced Systematic Investors | Affinity Investment Advisors | California
Experienced Partners in Systematic Investing since 1992, Relative Value Equity Investing, Affinity Investment Advisors
Direct Owners
-
GREGORY ROBERT LAI
CEO/MEMBER owns 75% or more
-
ROBERT STEPHEN VENABLE
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%
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News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 8, 2019
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