Affinity Investment Advisors is an investment advisor in Newport Beach with $976.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330934127
SEC advisor number
801-42015
FINRA CRD number
108278
AUM ?
$938.13 mm
(as of 27 Mar 24)
Accounts
77
(as of 27 Mar 24)
Employees
8
(6 investment advisory or research)
Address
Affinity Investment Advisors
4041 MACARTHUR BLVD
SUITE 150
NEWPORT BEACH
CA 92660
4041 MACARTHUR BLVD
SUITE 150
NEWPORT BEACH
CA 92660
Phone
949-251-2357
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22