Newport Asset Management

Newport Asset Management (CRD# 165599) is a financial advisory firm headquartered in , . They manage $10,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Newport Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Charles D. Koeller
CRD#: 5774390
Huntington Beach, CA
90
Wealthminder
score

Charles Koeller (CRD# 5774390) is an Investment Advisor Representative working at Newport Asset Management in Huntington Beach, CA and has over 3 years of experience in the finance industry.

2
Kevin C. Koeller
CRD#: 6156094
Huntington Beach, CA
87
Wealthminder
score

Kevin Koeller (CRD# 6156094) is an Investment Advisor Representative working at Newport Asset Management in Huntington Beach, CA and has 1 year of experience in the finance industry.

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