Newport Group Consulting, LLC
Newport Group Consulting, LLC (CRD# 140944) is a financial advisory firm headquartered in Lake Mary, FL. They manage $2,560,003,733 in 706 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management2,560MILLION
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Total Number of Accounts706ACCOUNTS
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Average Account Value$3,626,068
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
Eddie Allen (CRD# 1280627) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 29 years of experience in the finance industry.
Andrew Arigo (CRD# 2949837) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.
Jeffrey Bush (CRD# 6320850) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.
John Dahle (CRD# 2443841) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 15 years of experience in the finance industry.
Lindsey Ellis (CRD# 5772771) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 11 years of experience in the finance industry.
Paul Escobar (CRD# 2961229) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry.
Justin Feather (CRD# 4777241) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
Taji Jacob (CRD# 5011397) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 17 years of experience in the finance industry.
Jane Keller (CRD# 4525909) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.
Julie Leinenbach (CRD# 4912286) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.