PORT STREET INVESTMENTS, LLC

NEWPORT BEACH, California·4 registered advisors·CRD# 168596
SEC# 801-787080949-718-1600
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
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

4 registered advisors
Catherine Grace Prentice
NEWPORT BEACH, California
Douglas Theodore Allison
NEWPORT BEACH, California
Graham Brown Pierce
NEWPORT BEACH, California
Richard Edward Eusey
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.