Newport Investment Advisors Inc.

Newport Investment Advisors Inc. (CRD# 113175) is a financial advisory firm headquartered in Beachwood, OH. They manage $81,941,234 in 176 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $465,575
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
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.

OH

Financial Advisors at Newport Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Justin M. Holeski
CRD#: 5818022
23775 Commerce Park Rd, Suite 3, Beachwood, OH 44122
93
Wealthminder
score

Justin Holeski (CRD# 5818022) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 7 years of experience in the finance industry.

2
Kenneth M. Holeski
CRD#: 1286071
23775 Commerce Park Rd, Suite 3, Beachwood, OH 44122
93
Wealthminder
score

Kenneth Holeski (CRD# 1286071) is an Investment Advisor Representative working at Newport Investment Advisors Inc. in Beachwood, OH and has over 29 years of experience in the finance industry.

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