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| Newport Group Consulting LLC
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|---|---|
| CRD # | 140944 |
| SEC # | 801-66908 |
| CIK # | |
| AUM | 5,051.0 M (2026-03-25) |
| Employees | 31 (45% Investors, 71% 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 | 3,761 | 5.1 |
| (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 | 3,768 | 5.1 |
| By Discretionary | ||
| Discretionary | 3,768 | 5.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,768 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 3,768 | 5.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 308 |
| Serves | Institutional, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Newport Group Consulting LLC
✚
|
FL | 5,051.0 M |
|
Newport Group Securities Inc
✚
|
FL |
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|
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|
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|
IM Global Partner Fund Management LLC
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|
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|
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|
Ryan Alm Advisers LLC
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2,753.9 M | |
|
Milliman Advisors LLC
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|
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|
Alliance Partners LLC
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|
MD | 1,943.6 M |
|
True Freedom Investing LLC
✚
|
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