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Vice President · Newport Investment Advisors Inc

Justin M Holeski

CRD 5818022 · Named on Form ADV at one SEC-registered adviser

At a glance

Newport Investment Advisors Inc, an SEC-registered asset manager based in Beachwood, OH with $198 million in regulatory assets, lists Justin M Holeski on its Form ADV as Vice President.

Firms and roles

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Justin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kenneth M. HoleskiChief Executive Officer, President, Chief Compliance Officer, Newport Investment Advisors Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.