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    Newport Advisory, Llc

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    Description

    • COUNSEL. COMPETENCY. CHARACTER. CARE.We believe you have to trust us to be wise counsel to you, to know that we make good stewardship of your finances and ours a priority. We believe in the importance of being men and women of excellent character and that you not just know this but believe this about us.We believe that you have to care about your clients, viewing them as extensions of your own families to provide the best counsel. We believe it is imperative that you work with competent people, people with not just the knowledge but with the know-how to navigate the ever changing tide of todays complicated financial world. These are the hallmarks of our company and what sets us apart. We look forward to serving you and bringing these things to bear on your future.
    • location

      Headquarters:4695 Macarthur Court Suite 480, Newport Beach, California, United States

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    • Newport Advisory, Llc phone

      Phone Number: +1 949-622-9000

    • Newport Advisory, Llc website

      Website: https://www.newportadvisory.com

    • Newport Advisory, Llc employees

      Employees:18

    • Newport Advisory, Llc revenue

      Revenue:$1 - 10M

    • Newport Advisory, Llc legal name

      Legal Name:Newport Advisory, Llc

    • Newport Advisory, Llc's Social Media

      Newport Advisory, Llc linkedin Newport Advisory, Llc twitter
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    • |  NAICS Code: 523930  |

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    Person level website identification

    Founder for Newport Advisory, Llc

    Julie Raffensperger

    Founder

    Person level website visitor identification

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    View Employees

    Julie Raffensperger

    Founder

    Jonathan Mrics

    Director

    Michael Lathrop

    Portfolio Manager

    Frequently Asked Questions regarding Newport Advisory, Llc

    • Where are Newport Advisory, Llc's Headquarters?

      Newport Advisory, Llc's Headquarters are in 4695 Macarthur Court Suite 480,Newport Beach,California,United States

    • What is Newport Advisory, Llc's phone number?

      Newport Advisory, Llc's phone number is +1 949-622-9000

    • What is Newport Advisory, Llc's official website?

      Newport Advisory, Llc's official website is https://www.newportadvisory.com

    • What is Newport Advisory, Llc's Revenue?

      Newport Advisory, Llc's revenue is $1 - 10M

    • What is Newport Advisory, Llc's NAICS code?

      Newport Advisory, Llc's NAICS code is 523930

    • How many employees are working in Newport Advisory, Llc

      Newport Advisory, Llc has 18 employees

    • What is Newport Advisory, Llc's Industry?

      Newport Advisory, Llc is in the industry of Financial Services

    • Who is Newport Advisory, Llc's Founder?

      Newport Advisory, Llc's Founder is Julie Raffensperger

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