N
CRD: 8250
Newport Securities Corporation
Temecula, CA
9515876910
$92.3M Total AUM
$92.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-1989
- Office Locations
- 1
Office Locations
-- Temecula CA
About Newport Securities Corporation
Newport Securities Corporation is a Temecula-based RIA. The firm has been operating for 36 years. Managing $92.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$92.3M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Capital momentum Oak Summit vertex
Investment Themes
Matrix vertex Oak radial
Investment Vehicles
Momentum pioneer
Services
North pioneer Fusion ember
Owner & Executives
J
JEFFREY LYNNE KILPATRICK
Chief Compliance Officer, President
- CRD
- #845948
- Ownership
- 75% or more
(216) 911-9967
foundation.pioneer@quantumcapital.com
in linkedin.com/in/vector-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,285,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,285,587 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,285,587
Equity - Exchange:
29.4% Cash:
70.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,518,437,526 | 29.4% |
| Cash | $3,646,315,964 | 70.6% |
| Total | $5,164,753,490 | 100.0% |