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

31

Advisory reps

23

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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2006. The firm presents itself primarily as a capital allocator serving institutional clients, with a mix of portfolio management for pooled vehicles and for businesses or institutions, pension consulting, manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Private Funds15%

Owners & executives

1 of 1

David MacInnis
Chief Compliance OfficerCRD 3184368

Contacts

3 of 22

Lindsey Ellis
Registered RepresentativeCRD 5772771
Jeffrey Bush
Investment Adviser RepresentativeCRD 6320850
Steven Schreiber
Senior Investment ConsultantCRD 5521217

Unlock 19 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Lake Mary, FL

Seminole

Location

Lake Mary, FL

Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: Seminole
Address: 300 Primera Blvd
Time zone: ET (UTC-5)
Office locations

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