Gregory Robert Lai
Ceo/MemberAffinity Investment Advisors, LLCCRD 2262839
About Gregory Robert Lai
Gregory Robert Lai is listed as Ceo/Member at Affinity Investment Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Over 75%. Gregory Robert Lai is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Affinity Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gregory Robert Lai work?
Gregory Robert Lai is listed as Ceo/Member at Affinity Investment Advisors, LLC on SEC Form ADV.
How much of Affinity Investment Advisors, LLC does Gregory Robert Lai own?
Form ADV reports a beneficial ownership band of Over 75%.
Affinity Investment Advisors, LLC
| Title | Ceo/Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1992 |
Affinity Investment Advisors, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |