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).

Current Firm Details
300 Primera Blvd., Suite 200, Lake Mary, FL 32746
https://www.newportgroup.com
By the Numbers
  • Total Assets Under Management
    2,560
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $3,626,068
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Newport Group Consulting, LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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