AdvisorOS Directory
Claim Profile
AL

Anthony Longi

NEWPORT GLOBAL ADVISORS L.P.·THE WOODLANDS, Texas
Unclaimed Profile
21 WATERWAY AVENUE, THE WOODLANDS, TX 77380-3098CRD# 2181840Firm CRD# 139368
01

About

Anthony Longi is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with NEWPORT GLOBAL ADVISORS L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEWPORT GLOBAL ADVISORS L.P.
NEWPORT GLOBAL ADVISORS L.P.
AUM
$273M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NEWPORT GLOBAL ADVISORS L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2181840
Firm CRD# 139368
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS 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 Anthony Longi offer?
Anthony Longi specializes in Retirement Planning, Wealth Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Anthony Longi's credentials?
Anthony Longi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Longi located?
Anthony Longi is based in THE WOODLANDS, Texas, working with NEWPORT GLOBAL ADVISORS L.P.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Anthony Longi charge for services?
Anthony Longi's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWPORT GLOBAL ADVISORS L.P.?
NEWPORT GLOBAL ADVISORS L.P. has approximately 8 employees and manages $273M 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 THE WOODLANDS
Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile