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

24

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 that acts as a capital allocator for institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, offers pension consulting and manager selection, and runs educational seminars and workshops. Its fee arrangements include asset-based fees, fixed fees and other negotiated structures. Newport Group Consulting does not market itself as an ESG-focused investor.

Assets & Accounts

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 23

Lindsey Ellis
Registered RepresentativeCRD 5772771
Jane Keller
Investment Adviser RepresentativeCRD 4525909
Jeffrey Bush
Investment Adviser RepresentativeCRD 6320850

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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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