PORT STREET INVESTMENTS, LLC

24 Corporate Plaza Drive
Suite 150
Newport Beach, California 92660
Tel: 949-718-1600

About PORT STREET INVESTMENTS, LLC

PORT STREET INVESTMENTS, LLC, formally registered with the SEC as PORT STREET INVESTMENTS, LLC. The firm was established in 10/23/2013. They have over 1 offices throughout the country.

PORT STREET INVESTMENTS, LLC is a Newport Beach, California based Financial Planning firm with nearly $220,541,490 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168596
SEC#	801-78708
Assets Managed by Firm	$220,541,490
No. of Clients	1
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$220,541,490

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