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Building 2NEWPORT INVESTMENT ADVISORS INC

Map pinBEACHWOOD, OH
Phone216-514-5151
NotebookSEC #801-130254
Total AUM
$198M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23775 COMMERCE PARK
SUITE 3
BEACHWOOD
OH 44122
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
216-514-5151

ReceiptFinancials

Total AUM
$198M
Accounts
176
Discretionary
$194.8M
Accounts
175
Non-Discretionary
$3.2M
Accounts
1

ContactClients

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Individual Clients
44
AUM
$12.7M
HNW Individual Clients
31
AUM
$40.4M
Pension/Profit Sharing Plan Clients
5
AUM
$62.3M
Investment Advisor Clients
1
AUM
$64.8M
Corporation or Business Clients
6
AUM
$17.6M
Other Clients
2
AUM
$184.5K
Description of Other Clients
NEWPORT ACCTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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