Newport Wealth Strategies is an investment advisor in Irvine with $341.98 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453541579
SEC advisor number
801-72831
FINRA CRD number
159376
AUM ?
$341.98 mm
(as of 3 Aug 21)
Accounts
554
(as of 3 Aug 21)
Employees
5
(3 investment advisory or research)
Address
Newport Wealth Strategies
3333 MICHELSON DR. SUITE 620
IRVINE
CA 92612
3333 MICHELSON DR. SUITE 620
IRVINE
CA 92612
Office hours
Monday - Friday, 8:30AM - 4:30PM
Phone
(949) 825-7306
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Simonian, Darin, Albert | Principal and Chief Compliance Officer | 10/2011 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
8 Sep 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
14 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
15 Jul 20
13F-HR
Quarterly holdings report by institutional manager
16 Apr 20
13F-HR
Quarterly holdings report by institutional manager
13 Jan 20
13F-HR
Quarterly holdings report by institutional manager
9 Oct 19
13F-HR
Quarterly holdings report by institutional manager
22 Jul 19