NEWPORT WEALTH ADVISORS, INC. - Financial Advisor in California, Newport Beach

Tel: (877) 692-7227 4695 Macarthur Court 11th Floor Newport Beach, California 92660

About NEWPORT WEALTH ADVISORS, INC.

NEWPORT WEALTH ADVISORS, INC. is a Newport Beach, California based financial advisory firm with nearly $140,410,000 in assets under management and provides investment advisory services for 943 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

137159

Firm SEC#:

801-130464

Assets Under Management:

$140,410,000

No. of Clients:

943

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Commission Based, Other (NEGOTIATED)

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