NEWPORT CAPITAL GROUP, LLC is a Red Bank, New Jersey based financial advisory firm with nearly $250,250,441 in assets under management and provides investment advisory services for 288 clients. There are currently 17 financial advisors at the firm.
General Information |
| Firm CRD#: | 144442 | |
| SEC#: | 801-68323 | |
| Assets under Management: | $250,250,441 | |
| No. of Clients: | 288 | |
| No. of Advisors: | 17 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PRUDENTIAL FINANCIAL PLANNING SERVICES | 5685 | 801-52208 | 106737 | 2500 | $14,029,321,422 |
| ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 801-109013 | 62580 | 11 | $13,032,552,656 |
| BNY MELLON ADVISORS, INC. | 106108 | 801-52378 | 48071 | 20 | $11,310,947,595 |
| BLEAKLEY FINANCIAL GROUP, LLC | 318366 | 801-123232 | 20633 | 165 | $7,454,388,626 |
| PATHSTONE | 151736 | 801-70776 | 18943 | 297 | $24,835,859,938 |
| MODERA WEALTH MANAGEMENT, LLC | 155649 | 801-71973 | 10050 | 111 | $6,800,794,762 |
| CIRCLE WEALTH MANAGEMENT, LLC | 142878 | 801-67841 | 1235 | 16 | $6,551,177,169 |
| JACOBS LEVY EQUITY MANAGEMENT | 107022 | 801-28257 | 128 | 61 | $17,240,133,787 |
| ECP | 155020 | 801-74094 | 56 | 84 | $18,536,443,333 |
| ONEX CREDIT PARTNERS, LLC | 138941 | 801-65396 | 47 | 70 | $15,730,256,000 |
| ZAIS GROUP | 108371 | 801-54979 | 37 | 53 | $6,408,101,193 |
| PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | 801-43479 | 33 | 274 | $25,132,819,782 |
| HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | 801-61101 | 13 | 17 | $12,905,541,970 |
| CHATHAM ASSET MANAGEMENT, LLC | 157517 | 801-73452 | 13 | 22 | $9,858,042,175 |
| APPALOOSA LP | 281909 | 801-106869 | 2 | 23 | $13,794,100,984 |