Affinity Investment Advisors

Affinity Investment Advisors

Investment Management, 4041 Macarthur BLVD, Newport Beach, California, 92660, United States, 11-50 Employees

affinityinvestment.com

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phone no Phone Number: 94********

Who is AFFINITY INVESTMENT ADVISORS

Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients most trusted equity investment manager, the comp...

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  • 4041 Macarthur BLVD, Newport Beach, California, 92660, United States Headquarters: 4041 Macarthur BLVD, Newport Beach, California, 92660, United States
  • 1992 Date Founded: 1992
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from AFFINITY INVESTMENT ADVISORS

Affinity Investment Advisors Org Chart and Mapping

Employees

David Sugimoto

Senior Portfolio Manager

Tianyue Zhang

Associate Portfolio Manager and Research Analyst

Alex Hsiao

Outsourced Multi-Asset Advisory Solutions

Joshua Katz

Chief Compliance Officer & Manager of Investment Operations

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Frequently Asked Questions Regarding Affinity Investment Advisors

Answer: Affinity Investment Advisors's headquarters are located at 4041 Macarthur BLVD, Newport Beach, California, 92660, United States

Answer: Affinity Investment Advisors's phone number is 94********

Answer: Affinity Investment Advisors's official website is https://affinityinvestment.com

Answer: Affinity Investment Advisors's revenue is $1 Million to $5 Million

Answer: Affinity Investment Advisors's SIC: 6282

Answer: Affinity Investment Advisors's NAICS: 523940

Answer: Affinity Investment Advisors has 11-50 employees

Answer: Affinity Investment Advisors is in Investment Management

Answer: Affinity Investment Advisors contact info: Phone number: 94******** Website: https://affinityinvestment.com

Answer: Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients most trusted equity investment manager, the company offers a diverse product suite focused on maximizing financial returns for the long-term investor. Affinitys client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinitys success is based on a pragmatic disciplined investment approach where earnings and valuation matter. Clients gain from an experienced and collaborative collection of individuals who comprise a portfolio management team with decades of experience managing the investment assets for a diverse slate of institutional and retail investors.

Answer:

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