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NEWPORT INVESTMENT ADVISORS, INC.
CRD 123948
1350 WEST PRAIRIE DR, SYCAMORE, IL, 60178-3166, United States
Phone
815-756-9839
Fax
815-787-3236
Registration
— (—)
Source
State registered
Total AUM
$23.6M
Discretionary AUM
$5.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $305K |
| High net worth individuals | 16 | $20.7M |
| Pension/profit sharing plans | 3 | $2.6M |
Official SEC filing: View on IAPD