Joshua Nmn Katz
Chief Compliance OfficerAffinity Investment Advisors, LLCCRD 4447522
About Joshua Nmn Katz
Joshua Nmn Katz is listed as Chief Compliance Officer at Affinity Investment Advisors, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Joshua Nmn Katz is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Affinity Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joshua Nmn Katz work?
Joshua Nmn Katz is listed as Chief Compliance Officer at Affinity Investment Advisors, LLC on SEC Form ADV.
How much of Affinity Investment Advisors, LLC does Joshua Nmn Katz own?
Form ADV reports a beneficial ownership band of Under 5%.
Affinity Investment Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Rayliant Investment Research
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |