NEWPORT GROUP CONSULTING, LLC - Financial Advisor in Florida, Lake Mary

Tel: 407-333-2905 300 Primera Blvd. Suite 200 Lake Mary, Florida 32746

About 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

Firm CRD#:

140944

Firm SEC#:

801-66908

Assets Under Management:

$2,560,003,733

No. of Clients:

706

No. of Advisors:

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 ADVISEMENT)

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