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Building 2NEWPORT GROUP CONSULTING, LLC

Map pinLAKE MARY, FL
Phone407-333-2905
NotebookSEC #801-66908
Total AUM
$5.1B
Employees
31
Clients
3,761

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 PRIMERA BLVD.
SUITE 200
LAKE MARY
FL 32746
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
407-333-2905

ReceiptFinancials

Total AUM
$5.1B
Accounts
3,768
Discretionary
$5.1B
Accounts
3,768
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
3,761
AUM
$5.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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