Newport Wealth Strategies Inc
Legal Name: NEWPORT WEALTH STRATEGIES, INC.
3333 MICHELSON DR., STE 620, IRVINE, CA
Full Contact Details
Other Info
Newport Wealth Strategies Inc is legally known as NEWPORT WEALTH STRATEGIES, INC.. It is a CA Corporation. This firm has 4 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 19, 2011.
Direct Owners
-
CHRISTINA MARIE WALSH
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DARIN ALBERT SIMONIAN
PRINCIPAL AND SHAREHOLDER owns 75% or more
Firms Located Nearby
- Sageview Private Client Group LLC
- Dalal Street LLC
- Stira Investment Adviser LLC
- Precept Advisory Group LLC
- Signature Resources Capital Management LLC
- Soteira Capital LLC
- Advanced Financial Strategies Inc
- Squar Milner Financial Services LLC
- Tripacific Capital Advisors LLC
- Burnham Gibson Wealth Advisors Inc
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 22, 2019
- SCHWAB U.S. LARGE-CAP GROWTH ETF $12,228k
- VANGUARD INDEX FDS GROWTH ETF $8,560k
- SCHWAB STRATEGIC TR $6,903k
- VANGUARD GROUP $4,520k
- SCHWAB STRATEGIC TR US MID-CAP ETF $3,849k
- VANGUARD WORLD FDS INF TECH ET $3,351k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $3,314k
- Berkshire Hathaway, Inc. $3,223k
- Exxon Mobil Corp $3,036k
- Apple Inc $2,674k