NEWPORT GROUP CONSULTING, LLC

RIASEC RegisteredEst. 2006

Total AUM

$5.1B

Discretionary

$5.1B

100% of AUM

Avg account

$1.3M

Accounts

3,768

Employees

Advisory reps

Firm details

Headquarters: LAKE MARY, Florida
CRD number: 140944
Registered since: June 20, 2006
Website: www.newportgroup.com
Custodians: ASCENSUS TRUST
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Newport Group Consulting, LLC is an SEC-registered advisory firm (registered in 2006) that acts as a capital allocator for institutional clients. The firm operates as a limited liability company and is owned by a domestic entity and individuals. Its advisory work centers on managing portfolios for pooled investment vehicles and for businesses or institutions, providing pension consulting, selecting other advisers, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM charges, fixed fees, and other fee structures. Newport’s affiliation footprint extends beyond a pure RIA: the firm lists relationships or activities tied to broker-dealers, other investment advisers, registered municipal advisor roles, a trust company, and an insurance company. The firm does not identify itself as an active ESG investor.