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Building 2NEWPORT INVESTMENT ADVISORS INC

Map pinBEACHWOOD, OH
Phone216-514-5151
NotebookSEC #801-35303
Total AUM
$81.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$81.9M
Accounts
176
Discretionary
$80.2M
Accounts
162
Non-Discretionary
$1.7M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILOH

HandshakeAffiliates

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

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