Newport Investment Advisors Inc.
Newport Investment Advisors Inc. (CRD# 113175) is a financial advisory firm headquartered in Beachwood, OH. They manage $78,365,600 in 124 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts124ACCOUNTS
Average Account Value$631,981
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, IN, NV, OH, SC