NEWPORT COAST SECURITIES, INC.

NEWPORT COAST ASSET MANAGEMENT
NEW YORK, New York·3 registered advisors·CRD# 16944
SEC# 801-67802646-259-4700
01

Firm Overview

AUM
$79M
Regulatory assets under management
Employees
130
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: OTHER FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEWPORT COAST SECURITIES, INC.

3 registered advisors
Donald Anthony Jr Wojnowski
NEW YORK, New York
Kevin Chong Lee
NEW YORK, New York
Stephen Paul Washburn
IRVINE, California
05

Office Locations

NEW YORK, New York
2 advisors
IRVINE, California
1 advisor

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Data sourced from SEC Form ADV filings. NEWPORT COAST SECURITIES, INC. (CRD# 16944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.