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).
Current Firm Details
By the Numbers
-
Total Assets Under Management79MILLION
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Total Number of Accounts557ACCOUNTS
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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
Registered Investment Advisor
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
No Advisor Found.
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