Newport Investment Management, LLC
Newport Investment Management, LLC (CRD# 153918) is a financial advisory firm headquartered in Chicago, IL. They manage $313,204,931 in 6 accounts and serve the financial needs of clients across 15 states (or territories).
Total Assets Under Management313MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$52,200,822
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, FL, IL, IN, MA, MI, MN, MO, MT, NY, OH, OR, PA, TX, WI
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.