Gregory
Lai
Affinity Investment Advisors, LLC
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About this Advisor
Gregory Lai is a chartered financial analyst based in Newport Beach, California with 19 years of relevant experience. Lai is on the advisory team at Affinity Investment Advisors, LLC. They have been with Affinity Investment Advisors, Llc for their entire career. Lai is able to advise clients in California. Affinity Investment Advisors, LLC is a firm based in Newport Beach, CA. It handles $1 billion in assets among its 98 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 98 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets. Affinity Investment Advisors, LLC offers a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management usually are based on which service is provided. However, fees billed by Affinity Investment Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affinity Investment Advisors, LLC Brokerage Details
$1,143,549,496
9
98
$11,668,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Gregory Lai Work History
Gregory has been registered as a financial advisor for 19 years.*
Affinity Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Lai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Affinity Investment Advisors, LLC
Newport Beach, CA
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