PORT STREET INVESTMENTS, LLC

NEWPORT BEACH, California·3 registered advisors·CRD# 168596
SEC# 801-787080949-718-1600
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at PORT STREET INVESTMENTS, LLC

3 registered advisors
Catherine Grace Prentice
NEWPORT BEACH, California
Douglas Theodore Allison
NEWPORT BEACH, California
Graham Brown Pierce
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
3 advisors

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Data sourced from SEC Form ADV filings. PORT STREET INVESTMENTS, LLC (CRD# 168596) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.