AdvisorOS Directory
Claim Profile
DA

Douglas Theodore Allison

PORT STREET INVESTMENTS, LLC·NEWPORT BEACH, California
Unclaimed Profile
24 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 2794963Firm CRD# 168596
01

About

Douglas Theodore Allison is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PORT STREET INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
PORT STREET INVESTMENTS, LLC
PORT STREET INVESTMENTS, LLC
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PORT STREET INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2794963
Firm CRD# 168596
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Douglas Theodore Allison offer?
Douglas Theodore Allison specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Douglas Theodore Allison's credentials?
Douglas Theodore Allison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Theodore Allison located?
Douglas Theodore Allison is based in NEWPORT BEACH, California, working with PORT STREET INVESTMENTS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Douglas Theodore Allison charge for services?
Douglas Theodore Allison's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORT STREET INVESTMENTS, LLC?
PORT STREET INVESTMENTS, LLC has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWPORT BEACH
Richard Stefan Whiteley — IHP CAPITAL PARTNERSShelli Janeen Black — IHP CAPITAL PARTNERSRobert James Westling — IHP CAPITAL PARTNERSBarry Scott Villines — IHP CAPITAL PARTNERSLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile