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NEWPORT CAPITAL GROUP, LLC
Tel: 732-741-8400
12 Broad Street, 5th Floor Red Bank, New Jersey 07701
NEWPORT CAPITAL GROUP, LLC
NEWPORT CAPITAL GROUP, LLC is a Red Bank, New Jersey based financial advisory firm with nearly $326,798,857 in assets under management and provides investment advisory services for 296 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
144442
SEC#:
801-68323
No. of Clients:
296
Assets under Management
$326,798,857
No. of Advisors:
19
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