Newport Pacific Management Inc is a large advisory firm based in San Francisco. It manages $807.16 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Newport Pacific Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newport Pacific Management Inc is $807.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Newport Pacific Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Miller Mussey has been acting as President since 1 Dec 1983. Thomas Francis Biesiadecki joined the executive team most recently as the Compliance Officer.
The principal office where Newport Pacific Management Inc performs its advisory services is located at 580 California St., Ste 1960, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-591-5300 or by fax 415-781-3995. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.