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 - 10 of 30 top financial advisors.
1
Phillip R. Anton
CRD#: 1025842
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
93
Wealthminder
score

Phillip Anton (CRD# 1025842) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 33 years of experience in the finance industry.

2
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 13 years of experience in the finance industry.

3
John A. Butler
CRD#: 3005121
Wheat Ridge, CO
93
Wealthminder
score

John Butler (CRD# 3005121) is an Investment Advisor Representative working at Newport Coast Asset Management in Wheat Ridge, CO and has over 16 years of experience in the finance industry.

4
Sean G. Carter
CRD#: 4729624
3600 S. Yosemite Street, Suite 700, Denver, CO 80237
93
Wealthminder
score

Sean Carter (CRD# 4729624) is an Investment Advisor Representative working at Newport Coast Asset Management in Denver, CO and has over 12 years of experience in the finance industry.

5
Daniel E. Kendrick
CRD#: 1832435
180 Maiden Lane, 17th Floor, New York, NY 10038
93
Wealthminder
score

Daniel Kendrick (CRD# 1832435) is an Investment Advisor Representative working at Newport Coast Asset Management in New York, NY and has over 28 years of experience in the finance industry.

6
L D. Machado
CRD#: 809193
1314 S. King Street, Suite 605, Honolulu, HI 96814
93
Wealthminder
score

L Machado (CRD# 809193) is an Investment Advisor Representative working at Newport Coast Asset Management in Honolulu, HI and has over 35 years of experience in the finance industry.

7
Joseph J. Ransdell
CRD#: 1464852
18872 Macarthur Blvd., Suite 100, Irvine, CA 92612
93
Wealthminder
score

Joseph Ransdell (CRD# 1464852) is an Investment Advisor Representative working at Newport Coast Asset Management in Irvine, CA and has over 10 years of experience in the finance industry.

8
Paula M. Rezza
CRD#: 2483608
Chicago, IL
93
Wealthminder
score

Paula Rezza (CRD# 2483608) is an Investment Advisor Representative working at Newport Coast Asset Management in Chicago, IL and has over 21 years of experience in the finance industry.

9
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 20 years of experience in the finance industry.

10
Kevin R. Vanderbilt
CRD#: 5066845
Coto De Caza, CA
93
Wealthminder
score

Kevin Vanderbilt (CRD# 5066845) is an Investment Advisor Representative working at Newport Coast Asset Management in Coto De Caza, CA and has over 10 years of experience in the finance industry.

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