Assets Under Management
$80.7M
Number of Clients
24
Number of Advisors
1
Average Client AUM
$3.4M
AUM per Advisor
$80.7M
Compensation
Fee-Only (AUM)
Newport Securities Corporation, founded in 1980, offers investment management services. The firm manages assets under the PMI PORTFOLIO program, with portfolios tailored to individual client needs and goals. Clients can choose from three basic strategies: income and asset conservation, balanced equity, and aggressive equity growth. Newport Securities' revenue comes from investment advisory fees.
CA, United States