Newport Advisory Advertising Profile
Newport Advisory Company Overview:
Newport Advisory exists to aid those of wealth in discovering, planning, investing, and protecting their assets, in order to secure a financial legacy for their future. Financial situations can have so many complex pieces to juggle, often making wealth management a quite overwhelming endeavor. That's where we come in. Located in Newport Beach, California, and led by James (Jim) Regitz, Jr., ChFC. For over 30 years we have guided our clients through an extremely comprehensive planning process that is highly specific to you and your family's needs. Through teaching, analysis, monitoring, and wise counsel, we strive to deliver confidence to our clients. We have found that building trust with our clients through long-term advising relationships that display our character has led to clients finding a peace that develops when you align your values, goals and dreams with your overall financial picture. Our process is much more than just mere financial planning or asset management. Utilizing the best of both seasoned financial planning strategies and tailored investment models, we strive to give our clients freedom from their financial worries by crafting their estates specifically to their unique situations. This, in turn, affords them the opportunity to enjoy the lifestyle they always dreamed of while remaining in the constant and competent care of our team. At Newport Advisory, you will uncover a personalized wealth management program that is the signature of our firm, and our firm alone. We help our clients enter into a process of reflection and realization that helps them take back ownership of their giving, earning, investing, and estate planning potentials while leaving the hard work to us! We go above and beyond other firms to provide our clients with an individually customized approach to planning their financial futures. This one-of-a-kind program sets Newport Advisory distinctly apart in that we help ensure that our clients feel fully equipped to live their lives confidently knowing they can pursue their ...
Newport Advisory Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Newport Advisory. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Newport Advisory's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Newport Advisory have?
Newport Advisory has 1 unique brands.
How much does Newport Advisory spend on media?
It is unknown how much Newport Advisory spends on media.
Newport Advisory Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Newport Advisory marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Newport Advisory?
The chief marketing officer at Newport Advisory is N/A.
How big is the Newport Advisory Marketing Team?
There are 1 staff members currently involved in marketing for Newport Advisory.
Newport Advisory Ad Spend 2025
This section digs into the specifics of the advertising spend at Newport Advisory and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Newport Advisory Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Newport Advisory, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Newport Advisory Media Mix
Explore a detailed breakdown of the last 12 months media spending for Newport Advisory across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Newport Advisory Social Media Marketing Ad Spend
See whether Newport Advisory is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.