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NEWPORT GROUP CONSULTING, LLC
CRD 140944 · SEC 801-66908
300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL, 32746, United States
Phone
407-333-2905
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.05B
Discretionary AUM
$5.05B
Team
31 total employees; 14 advisory reps; 308 broker-dealer reps
Clients
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Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 3761 | $5.05B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD