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AFFINITY INVESTMENT ADVISORS, LLC
CRD 108278 · SEC 801-42015
5140 BIRCH STREET, SUITE 300, NEWPORT BEACH, CA, 92660, United States
Phone
949-660-6373
Fax
949-251-5666
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
6 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersMODEL PORTFOLIO RECOMMENDATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $18.0M |
| High net worth individuals | 9 | $19.4M |
| Investment companies | 1 | $51.2M |
| Pension/profit sharing plans | 6 | $35.3M |
| Charitable organizations | 5 | $23.3M |
| State/municipal entities | 1 | $31.7M |
| Other investment advisers | 1 | $978.7M |
| Corporations/business entities | 4 | $1.6M |
States served
CA, HI
All web addresses on file
Official SEC filing: View on IAPD