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Newport Advisory, Inc (Irvine)


Newport Advisory, Inc is a large advisory firm based in Irvine. It manages $209.2 million of regulatory assets for 480 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Louisiana, Nebraska, and Texas.

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Newport Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Newport Advisory: assets under management

The assets under management (AUM) of Newport Advisory, Inc is $209.2 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $128.1 million in discretionary accounts and $81.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newport Advisory, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Newport Advisory, Inc performs its advisory services is located at 3333 Michelson Dr., Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-484-4700 or by fax 949-484-4703. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at newportadvisoryinc.com.


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