Newport Investment Advisors Inc.

Newport Investment Advisors Inc. (CRD# 113175) is a financial advisory firm headquartered in Beachwood, OH. They manage $114,751,283 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
23775 Commerce Park, Suite 3, Beachwood, OH 44122
http://www.1800newport.com
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $683,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, WI

Financial Advisors at Newport Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Justin Holeski, financial advisor Beachwood OH
Justin M. Holeski
CRD#: 5818022
23775 Commerce Park, Suite 3, Beachwood, OH 44122

Justin Holeski (CRD# 5818022) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 13 years of experience in the finance industry.

2
Kenneth Holeski, financial advisor Beachwood OH
Kenneth M. Holeski
CRD#: 1286071
23775 Commerce Park, Suite 3, Beachwood, OH 44122

Kenneth Holeski (CRD# 1286071) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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