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Newport Group Consulting
Newport Group Consulting is an SEC-registered investment adviser in Lake Mary, FL, registered since 2006. The firm manages $5.1 billion in regulatory assets.
Overview
Newport Group Consulting is an SEC-registered investment adviser in Lake Mary, FL, registered since 2006. The firm manages $5.1 billion in regulatory assets. It has 31 employees and 14 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Lake Mary
Corporate office
Lake Mary, FL, United States
Frequently asked questions
Where does Newport Group Consulting's client base concentrate geographically?
The client base concentrates in Central Florida, specifically the Lake Mary, Orlando, and surrounding Seminole County area. This suburban corridor north of Orlando hosts a concentration of professional-service firms and wealth management practices serving the region's high-net-worth population. No secondary office locations or multi-state registration footprints have been identified in the public record.
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