The NEWPORT INVESTMENT ADVISORS INC is a privately held investment adviser that advises $197.86mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NEWPORT INVESTMENT ADVISORS INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 141.46% over the last 5-years.
The Group has been registered with the SEC for 36.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 23775 COMMERCE PARK SUITE 3, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $197.86mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 12 other accounts. Assets of Other Investment Advisers clients own $64.85mn or 32.78% of Total Assets and Pension and Profit Sharing Plans-Private own $62.27mn or 31.47% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Other Investment Advisers and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
NEWPORT INVESTMENT ADVISORS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.