NEWPORT GROUP SECURITIES, INC.
  • NEWPORT GROUP SECURITIES, INC.
  • THE NEWPORT GROUP
  • NEWPORT SECURITIES INSURANCE SERVICES
  • NEWPORT SECURITIES INSURANCE AGENCY
  • NEWPORT GROUP, INC.

Adviser Profile

As of Date 09/24/2023
Registration status Terminated
ADV Location LAKE MARY, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 22,966,874,617 -21%
of that, discretionary 1,734,248,543 -2%
Number of Employees 38 -24%
of those in investment advisory functions 38 -5%
Private Fund GAV* 0
Avg Account Size 2,551,874,957 -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

28B 24B 20B 16B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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