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NEWPORT CAPITAL GROUP, LLC
RED BANK, NJ
732-741-8400
SEC #801-68323Total AUM
$1.3B
Employees
18Clients
254Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12 BROAD STREET, 5TH FLOOR
RED BANK
NJ 07701
United States
RED BANK
NJ 07701
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
732-741-8400
Financials
Total AUM
$1.3B
Accounts
414Discretionary
$400.8M
Accounts
406Non-Discretionary
$879.9M
Accounts
8
Clients
Individual Clients
66AUM
$18.1M
HNW Individual Clients
74AUM
$369.4M
Pooled Vehicle Clients
1AUM
$1.8M
Pension/Profit Sharing Plan Clients
111AUM
$877.2M
Charitable Organization Clients
1AUM
$5.8M
Corporation or Business Clients
1AUM
$8.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLNJNYPATX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.