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).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $631,981
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.

AZ, CA, FL, IL, IN, NV, OH, SC

Financial Advisors at Newport Investment Advisors Inc.
No Advisor Found.
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