NEWPORT CAPITAL GROUP, LLC - Financial Advisor in New Jersey, Red Bank

Tel: 732-741-8400 12 Broad Street, 5th Floor Red Bank, New Jersey 07701

About 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

Firm CRD#:

144442

Firm SEC#:

801-68323

Assets Under Management:

$326,798,857

No. of Clients:

296

No. of Advisors:

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

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