Affinity Investment Advisors, LLC
California
Registered In
10/17/2000
Incorp. Date
Company Summary
Affinity Investment Advisors, LLC at 5140 Birch St, Newport Beach, Ca 92660 lists Gregory Robert Lai of Newport Beach, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Gregory Robert Lai
Individual Agent
|
5140 BIRCH ST, NEWPORT BEACH, CA 92660
(View Past Addresses)
|
|
|
Gregory Robert Lai
CEO
|
5140 BIRCH ST, NEWPORT BEACH, CA 92660
|
|
|
Gregory Robert Lai
Manager
|
5140 BIRCH ST, NEWPORT BEACH, CA 92660
(View Past Addresses)
|
|
5140 BIRCH ST, NEWPORT BEACH, CA 92660
View Map
|
Financial Information for Affinity Investment Advisors, LLC
Form 5500
AFFINITY INVESTMENT ADVISORS, LLC
5140 Birch Street, Suite 300, Newport Beach, Ca 92660 (949) 660-6373 EIN:33-0934127 Plan Admin:Gregory Lai| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,198,722 / $1,023,975 | 2022 | AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 17 | $1,198,722 / $1,023,975 |
| 2021 | Plan NameAFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,026,790 / $1,198,722 | 2021 | AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 17 / 17 | $1,026,790 / $1,198,722 |
| 2020 | Plan NameAFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,022,692 / $1,026,790 | 2020 | AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 18 / 16 | $1,022,692 / $1,026,790 |
| 2019 | Plan NameAFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 17 Assets BOY/EOY$898,203 / $1,022,692 | 2019 | AFFINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN - Plan #001 | 19 / 17 | $898,203 / $1,022,692 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
AFFINITY INVESTMENT ADVISORS LLC
4041 MacArthur Blvd Ste 150, Newport Beach, CA 92660-2529| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/19/2021 | Approved$232,700 Forgiven$236,277 LenderUnited Business Bank Jobs10 | 01/19/2021 | $232,700 | $236,277 | United Business Bank | 10 |
| 04/09/2020 | Approved$232,700 Forgiven$237,061 LenderUnited Business Bank Jobs10 | 04/09/2020 | $232,700 | $237,061 | United Business Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Gregory Robert Lai - Newport Beach, CA
|
Aloha Moon, LLC
Registered in California
|
Newport Beach, CA | View Report |
Address Match:5140 Birch St Newport Beach, CA
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States