Newport Group Consulting, LLC

Newport Group Consulting, LLC (CRD# 140944) is a financial advisory firm headquartered in Lake Mary, FL. They manage $11,694,075,689 in 203 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,694
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $57,606,284
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MD, MI, NC, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Newport Group Consulting, LLC
Showing 1 - 10 of 41 top financial advisors.
1
Eddie B. Allen
CRD#: 1280627
10161 Centurian Parkway, Suite 150, Jacksonville, FL 32256

Eddie Allen (CRD# 1280627) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Jacksonville, FL and has over 26 years of experience in the finance industry.

2
Andrew P. Arigo
CRD#: 2949837
300 Primera Blvd., Suite 200, Lake Mary, FL 32746

Andrew Arigo (CRD# 2949837) 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.

3
David M. Baum
CRD#: 867275
8350 North Central Expressway, Suite 900, Dallas, TX 75206

David Baum (CRD# 867275) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Dallas, TX and has over 32 years of experience in the finance industry.

4
Tate L. Blomquist
CRD#: 4817966
300 Primera Blvd., Suite 200, Lake Mary, FL 32746

Tate Blomquist (CRD# 4817966) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 16 years of experience in the finance industry.

5
Adam R. Bush
CRD#: 6239205
300 Primera Blvd., Suite 200, Lake Mary, FL 32746

Adam Bush (CRD# 6239205) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 6 years of experience in the finance industry.

6
Jeffrey M. Bush
CRD#: 6320850
300 Primera Blvd., Suite 200, Lake Mary, FL 32746

Jeffrey Bush (CRD# 6320850) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 6 years of experience in the finance industry.

7
Nicholas C. Crary
CRD#: 4979255
1300 Enterprise Drive, De Pere, WI 54115

Nicholas Crary (CRD# 4979255) is an Investment Advisor Representative working at Newport Group Consulting, LLC in De Pere, WI and has over 13 years of experience in the finance industry.

8
John M. Dahle
CRD#: 2443841
135 South Lasalle St., Suite 1900, Chicago, IL 60603

John Dahle (CRD# 2443841) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

9
Olivia N. Devlin
CRD#: 6529809
300 Primera Blvd., Suite 200, Lake Mary, FL 32746

Olivia Devlin (CRD# 6529809) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 5 years of experience in the finance industry.

10
Lindsey E. Ellis
CRD#: 5772771
739 North University Boulevard, Suite 200, Mobile, AL 36608

Lindsey Ellis (CRD# 5772771) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Mobile, AL and has over 8 years of experience in the finance industry.

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