Newport Investment Advisors Inc

$198MAssets under management
as of Apr 2026 · SEC Form ADV
Beachwood, OH
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Tech stack

No one at Newport Investment Advisors Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $107M held · filed Apr 2024