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
Scott McGee (CRD# 4768668) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry.
Matthew Meyer (CRD# 3037038) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.
Paul Moehle (CRD# 6021700) 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.
Erin Nelson (CRD# 3258493) 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.
Regina Rowland (CRD# 4775931) 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.
Steven Schreiber (CRD# 5521217) 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.
Michael Shannon (CRD# 1314743) 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.
Matthew Waggoner (CRD# 6047658) 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.
Steve Williams (CRD# 4809042) 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.
Alexander Marcus (CRD# 7411029) 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.