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NEWPORT GROUP CONSULTING, LLC
Tel: 407-333-2905
300 Primera Blvd. Suite 200
Lake Mary, Florida 32746
NEWPORT GROUP CONSULTING, LLC
NEWPORT GROUP CONSULTING, LLC is a Lake Mary, Florida based financial advisory firm with nearly $2,560,003,733 in assets under management and provides investment advisory services for 706 clients. There are currently 30 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS)
Fee Structure:
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMEN
Firm CRD#:
140944
SEC#:
801-66908
No. of Clients:
706
Assets under Management
$2,560,003,733
No. of Advisors:
30
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