Be advised. This firm is no longer registered.

Newport Coast Asset Management

Newport Coast Asset Management (CRD# 16944) is a financial advisory firm headquartered in New York, NY. They manage $78,971,654 in 557 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $141,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV

Financial Advisors at Newport Coast Asset Management
Showing 1 - 9 of 9 top financial advisors.
1
Randy A. Barmache
CRD#: 4607939
4035 East Thousand Oaks Blvd., #232, Westlake Village, CA 91362
93
Wealthminder
score

Randy Barmache (CRD# 4607939) is an Investment Advisor Representative working at Newport Coast Asset Management in Westlake Village, CA and has over 15 years of experience in the finance industry.

2
Bruce M. Silverman
CRD#: 2592275
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
93
Wealthminder
score

Bruce Silverman (CRD# 2592275) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 22 years of experience in the finance industry.

3
William G. Stahm
CRD#: 6082317
3600 S. Yosemite Street, Suite 700, Denver, CO 80237
93
Wealthminder
score

William Stahm (CRD# 6082317) is an Investment Advisor Representative working at Newport Coast Asset Management in Denver, CO and has over 5 years of experience in the finance industry.

4
Adam D. Brown
CRD#: 4506309
6750 N. Andrews Ave. 2nd Floor, Suite 2101, Fort Lauderdale, FL 33309
69
Wealthminder
score

Adam Brown (CRD# 4506309) is an Investment Advisor Representative working at Newport Coast Asset Management in Fort Lauderdale, FL and has over 14 years of experience in the finance industry.

5
Joseph M. Gilbert
CRD#: 1628436
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
51
Wealthminder
score

Joseph Gilbert (CRD# 1628436) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 31 years of experience in the finance industry.

6
John R. Openshaw
CRD#: 2306112
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
51
Wealthminder
score

John Openshaw (CRD# 2306112) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 17 years of experience in the finance industry.

7
Miguel A. Rivera
CRD#: 3060928
6750 N. Andrews Ave. 2nd Floor, Suite 2101, Fort Lauderdale, FL 33309
41
Wealthminder
score

Miguel Rivera (CRD# 3060928) is an Investment Advisor Representative working at Newport Coast Asset Management in Fort Lauderdale, FL and has over 19 years of experience in the finance industry.

8
Ray W. Kim
CRD#: 4446196
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
29
Wealthminder
score

Ray Kim (CRD# 4446196) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 16 years of experience in the finance industry. Ray Kim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph L. Sanders
CRD#: 1177680
Huntington Beach, CA
26
Wealthminder
score

Joseph Sanders (CRD# 1177680) is an Investment Advisor Representative working at Newport Coast Asset Management in Huntington Beach, CA and has over 34 years of experience in the finance industry.

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