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AFFINITY INVESTMENT ADVISORS, LLC

EIN 33-0934127-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
14
5140 BIRCH STREET, SUITE 300 - NEWPORT BEACH, CA 92660949-660-6373affinityinvestment.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.3M - 14 part

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Retirement#001

AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN401k$1.3M142025
Retirement plans
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