Newport Investment Management, LLC

Newport Investment Management, LLC (CRD# 153918) is a financial advisory firm headquartered in Chicago, IL. They manage $369,459,000 in 6 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
350 N. Lasalle Street, Suite 700, Chicago, IL 60654
http://www.newportcapitalptrs.com
By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $61,576,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA, IL, IN, MI, MN, MO, MT, NY, OH, OR, TX, WI

Financial Advisors at Newport Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Derrick McGavic, financial advisor Chicago IL
Derrick E. McGavic
CRD#: 5390441
350 N. Lasalle Street, Suite 700, Chicago, IL 60654
93
Wealthminder
score

Derrick McGavic (CRD# 5390441) is an Investment Advisor Representative working at Newport Investment Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

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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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