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| Happy Holidays!! thanks for using AUM13F!! |
| Newport Group Consulting LLC
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| CRD # | 140944 |
| SEC # | 801-66908 |
| CIK # | |
| AUM | $4.4 B (2025-03-24) |
| Employees | 28 (36% Investors, 86% Brokers) |
| Phone | 407-333-2905 |
| Address | 300 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3,838 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,858 | 4.4 |
| By Discretionary | ||
| Discretionary | 3,858 | 4.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,858 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 3,858 | 4.4 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Newport Group Consulting LLC
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|
FL | 4.4 |
|
Newport Group Securities Inc
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|
FL | 0.0 |
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|---|---|---|
|
Eventide Asset Management LLC
✚
|
MA | 6.4 |
|
LM Capital Group LLC
✚
|
CA | 5.8 |
|
NPPG Plan Professionals LLC
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NJ | 4.5 |
|
Alliant Retirement Services LLC
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|
GA | 4.5 |
|
IM Global Partner Fund Management LLC
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CA | 3.3 |
|
Romark Credit Advisors LP
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|
NY | 3.3 |
|
Forest Capital Management LLC
✚
|
FL | 2.9 |
|
Ehlers Investment Partners LLC
✚
|
MN | 2.7 |
|
Thomas Mill Advisors LLC
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|
2.6 | |
|
Milliman Advisors LLC
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|
WA | 2.5 |