Investment adviser · CRD 16944

NEWPORT COAST ASSET MANAGEMENT

Investment adviser filing (IA)

NEWPORT COAST SECURITIES, INC.

NEW YORK, NY, United States · Form ADV filed Mar 18, 2016

Regulatory AUM
$79M
Form ADV · Item 5.F
Client accounts
557
Accounts, not individual clients
Employees
130
Reported in this filing
Advisory professionals
25
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

180 MAIDEN LANE, 17TH FLOOR
NEW YORK, NY, 10038, United States

CRD 16944

Filing source

Form ADV 995283 · Mar 18, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.