Newport Investment Management, LLC

Newport Investment Management, LLC (CRD# 153918) is a financial advisory firm headquartered in Chicago, IL. They manage $473,540,000 in 6 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
353 N. Clark Street, Suite 3625, Chicago, IL 60654
http://www.newportcapitalptrs.com
By the Numbers
  • Total Assets Under Management
    474
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $78,923,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, TX

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
353 N. Clark Street, Suite 3625, Chicago, IL 60654

Derrick McGavic (CRD# 5390441) is an Investment Advisor Representative working at Newport Investment Management, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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