Summary
Newport Private Wealth
Founded in 2001
Description
Newport Private Wealth specializes in wealth management, providing investment and financial advice for high net worth clients. Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast...
Strengths
- Newport Private Wealth has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Newport Private Wealth was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Newport Private Wealth's annual revenue
$21771000
Based on Kona Equity data
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Revenue per employee
$1555071
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Variance of revenue growth
0.04
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Annual revenue growth since founding
$946565
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Revenue growth rate from first known quarter to current
-17.0%
Employee Count
14 employees
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Employee growth rate from first known quarter to current
-25.5%
Executives
Kelly Willis
Client Relationships Vice President, Marketing
k**@newportprivatewealth.caSofiane Hb
Design Engineer
s**@newportprivatewealth.caDavid Cole
Managing Director
d**@newportprivatewealth.caNatalia Urbina
Portfolio Administrator
n**@newportprivatewealth.caDavid Lloyd
Managing Director, Chief Wealth Management Officer
d**@newportprivatewealth.caVincent Didkovsky
Vice President
v**@newportprivatewealth.caDavid Lui
Accounting Administrator
d**@newportprivatewealth.caMandy Wei
Fund Operations Investment Analyst
m**@newportprivatewealth.caKelly Baird
Financial Chief & Operating Officer
k**@newportprivatewealth.caDouglas Brown
CEO
d**@newportprivatewealth.caRebecca Vanular
Summer Intern
r**@newportprivatewealth.caJordan Schwann
Portfolio Manager
j**@newportprivatewealth.caRobert Clark
President
r**@newportprivatewealth.caPeter Churchill-Smith
Managing Director and Portfolio Manager
p**@newportprivatewealth.caCarla Tchor
Portfolio Administrator & Executive Assistant, To The & President
c**@newportprivatewealth.caMark Kinney
Chief Investment Officer & Managing Director
m**@newportprivatewealth.caAndrew Thomson
Managing Director
a**@newportprivatewealth.caPam Brenman
Chief Compliance Officer
p**@newportprivatewealth.caLorie Pearen
Portfolio Administrator
l**@newportprivatewealth.caDerek Whiston
Associate
d**@newportprivatewealth.caJason Trueman
Wealth Planning
j**@newportprivatewealth.caVincent Fea
Vice President, Wealth Planning & Client Relationship Manager
v**@newportprivatewealth.caKyle Smith
Portfolio Manager
k**@newportprivatewealth.caKevin Dean
Managing Director& Portfolio Manager
k**@newportprivatewealth.caMichael Vanderburgh
Managing Director
m**@newportprivatewealth.caCurtis Perks
Portfolio Manager
c**@newportprivatewealth.caKaren Chan
Director, Finance
k**@newportprivatewealth.caRichard Charter
Private Wealth Solutions Director, Business Development
r**@newportprivatewealth.caGeorge Shauna
Portfolio Manager
g**@newportprivatewealth.caPhone Wealth
President & Chief Executive Officer
p**@newportprivatewealth.caG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
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Rank
1.16 M
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Daily time
0:58
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Bounce Rate
71.4 %
Location
Unlock unlimited leads
Similar Companies
Key Information
- Name: Newport Private Wealth
- Category: Investment management
- Industry: Corporate office
- SIC: 62; 621
- NAICS: 52399; 5259
See similar companies
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By City Toronto Small Corporate office in Toronto Mid-size Corporate office in Toronto Investment management in Toronto Small Investment management in Toronto Mid-size Investment management in Toronto
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By State Ontario Small companies in Ontario Investment management in Ontario Small Investment management in Ontario Mid-size Investment management in Ontario Small Corporate office in Ontario Mid-size Corporate office in Ontario
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Corporate office Small Corporate office Mid-size Corporate office Investment management and Corporate office
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Firmographic data G Score of 4 Founded in 2001 SIC: 62 SIC: 621 NAICS: 52399 NAICS: 5259 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Newport Private Wealth's headquarters are located at 469 King St West, 4th Fl Toronto, Ontario M5V 1K4.
Newport Private Wealth's official website is newportprivatewealth.ca
Newport Private Wealth's annual revenue is $21.8 M.
Newport Private Wealth's SIC: 62; 621
Newport Private Wealth's NAICS: 52399; 5259.
Newport Private Wealth has 14 employees
Newport Private Wealth is in the industry of Investment management.