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| Newport Group Consulting LLC
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| |
|---|---|
| CRD # | 140944 |
| SEC # | 801-66908 |
| CIK # | |
| AUM | $2.6 BB (2024-08-22) |
| Employees | 30 (37% Investors, 87% Brokers) |
| Phone | 407-333-2905 |
| Address | 300 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 698 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 2.6 |
| By Discretionary | ||
| Discretionary | 706 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 706 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 706 | 2.6 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Newport Group Consulting LLC
✚
|
FL | 2.6 |
|
Newport Group Securities Inc
✚
|
FL | 0.0 |
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|
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|
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|
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|
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|
MN | 2.3 |
|
Forest Capital Management LLC
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|
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|
Ryan Alm Advisers LLC
✚
|
FL | 1.9 |
|
CIM Investment Management Inc
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|
PA | 1.1 |