N
CRD: 123948
Newport Investment Advisors, Inc.
Sycamore, IL, 60178
8157569839
$23.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-1996
- Office Locations
- 1
Office Locations
1350 West Prairie DR Sycamore IL
About Newport Investment Advisors, Inc.
Newport Investment Advisors, Inc. is a Sycamore-based RIA. The firm has been operating for 29 years. Managing $23.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction, Tax Planning.
Team overview
56 AVG AGE
$23.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
28.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Momentum Focus
Investment Themes
Element Focus
Investment Vehicles
Ridge
Services
Glacier insight Ember optima Legacy
Owner & Executives
S
SCOTT MAXWELL NEWPORT
Chief Operating Officer, President
- CRD
- #2790032
- Ownership
- 75% or more
(203) 215-4260
catalyst.optima@deltacapital.com
in linkedin.com/in/north-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,590,924 | -- |
| Non-Discretionary | $18,054,495 | -- |
| Total | $23,645,419 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,645,419
Cash:
18.8% Public Funds:
39.2% Equity - Exchange:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,444,123,760 | 18.8% |
| Public Funds | $3,011,151,671 | 39.2% |
| Equity - Exchange | $3,226,233,933 | 42.0% |
| Total | $7,681,509,364 | 100.0% |