AFFINITY INVESTMENT ADVISORS, LLC

5140 Birch Street
Suite 300
Newport Beach, California 92660
Tel: 949-660-6373

About AFFINITY INVESTMENT ADVISORS, LLC

AFFINITY INVESTMENT ADVISORS, LLC, formally registered with the SEC as AFFINITY INVESTMENT ADVISORS, LLC. The firm was established in 07/28/1992. They have over 1 offices throughout the country.

AFFINITY INVESTMENT ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $938,131,907 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108278
SEC#	801-42015
Assets Managed by Firm	$938,131,907
No. of Clients	77
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MODEL PORTFOLIO RECOMMENDATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	77	$938,131,907
Individuals (other than high net worth individuals)	45	$17,231,468
High net worth individuals	7	$12,069,710
Pension and profit sharing plans	9	$50,957,886
Charitable organizations	5	$18,676,262
Other investment advisers	1	$768,766,309
Corporations or other businesses	7	$1,558,475

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