Overview
Assets Under Management: $258 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 59
Average Client Assets: $3.6 million
Frequently Asked Questions
NEWPORT WEALTH STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159376), NEWPORT WEALTH STRATEGIES, INC. is subject to fiduciary duty under federal law.
NEWPORT WEALTH STRATEGIES, INC. is headquartered in IRVINE, CA.
NEWPORT WEALTH STRATEGIES, INC. serves 59 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, NEWPORT WEALTH STRATEGIES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NEWPORT WEALTH STRATEGIES, INC. manages $258 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, NEWPORT WEALTH STRATEGIES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.39%
Average Client Assets: $3.6 million
Total Client Accounts: 503
Discretionary Accounts: 463
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 159376
Filing ID: 1201515
Last Filing Date: 2018-03-29 17:41:00