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. Affinity’s client base is a mix of institutional and retail, and the firm serves its retail clients through advisory relationships with nationally recognized firms. Affinity’s 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.
View Top Employees from Affinity Investment Advisors, LLCWebsite | http://www.affinityinvestment.com |
Revenue | $14 million |
Employees | 8 (8 on RocketReach) |
Founded | 1992 |
Address | 4041 Macarthur Blvd, Newport Beach, California 92660, US |
Phone | (949) 660-6373 |
Fax | (949) 251-2372 |
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Industry | Investment Management, Finance General, Finance |
Web Rank | 35 Million |
Competitors | Delaware Investments National Municipal Income Fund, GARRETT NAGLE & CO., INC., Granville Capital, Inc. |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 52591 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies, NAICS Code 5259 Companies |
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The Affinity Investment Advisors, LLC annual revenue was $14 million in 2024.
8 people are employed at Affinity Investment Advisors, LLC.
Affinity Investment Advisors, LLC is based in Newport Beach, California.
The NAICS codes for Affinity Investment Advisors, LLC are [52591, 52, 525, 5259].
The SIC codes for Affinity Investment Advisors, LLC are [67, 672].