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NEWPORT INVESTMENT MANAGEMENT, LLC

353 N. Clark Street
Suite 3625
Chicago, Illinois 60654
Tel: 312-724-7031

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About NEWPORT INVESTMENT MANAGEMENT, LLC

NEWPORT INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as NEWPORT INVESTMENT MANAGEMENT, LLC. The firm was established in 10/21/2013. They have over 2 offices throughout the country.

NEWPORT INVESTMENT MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $473,540,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153918
SEC#801-78673
Assets Managed by Firm$473,540,000
No. of Clients6
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$473,540,000

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