Newport Capital Group, LLC
Newport Capital Group, LLC (CRD# 144442) is a financial advisory firm headquartered in Red Bank, NJ. They manage $326,798,857 in 296 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management327MILLION
-
Total Number of Accounts296ACCOUNTS
-
Average Account Value$1,104,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
CA, FL, NJ, NY, PA, TX
Nicholas Bellia (CRD# 5915397) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.
Michelle Bennett (CRD# 4456604) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 19 years of experience in the finance industry.
Jocelyn Degroote (CRD# 5054086) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 16 years of experience in the finance industry.
Domenic Dipiero (CRD# 4772723) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 20 years of experience in the finance industry.
David Kozodoy (CRD# 2366138) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 10 years of experience in the finance industry.
Joseph Kyrillos (CRD# 5737636) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 14 years of experience in the finance industry.
Robert Milmore (CRD# 2819406) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 26 years of experience in the finance industry.
Joanne Spears (CRD# 4638755) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.
John Wibbelsman (CRD# 3042773) is an Investment Advisor Representative working at Newport Capital Group, LLC in Red Bank, NJ and has 1 year of experience in the finance industry.