Be advised. This firm is no longer registered.

Newport Group Securities, Inc.

Newport Group Securities, Inc. (CRD# 29722) is a financial advisory firm headquartered in Lake Mary, FL. They manage $22,966,874,617 in 75 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,967
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $306,224,995
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 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.

CA, FL, NY, TX

Financial Advisors at Newport Group Securities, Inc.
No Advisor Found.
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