NEWPORT GROUP CONSULTING, LLC

300 Primera Blvd.
Suite 200
Lake Mary, Florida 32746
Tel: 407-333-2905

About NEWPORT GROUP CONSULTING, LLC

NEWPORT GROUP CONSULTING, LLC, formally registered with the SEC as NEWPORT GROUP CONSULTING, LLC. The firm was established in 06/20/2006. They have over 1 offices throughout the country.

NEWPORT GROUP CONSULTING, LLC is a Lake Mary, Florida based Financial Planning firm with nearly $2,560,003,733 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140944
SEC#	801-66908
Assets Managed by Firm	$2,560,003,733
No. of Clients	706
No. of Advisors	30

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT PERFORMANCE ANALYTICS FOR RETIREMENT PLANS, FOUNDATIONS AND ENDOWMENTS. MANAGED ACCT SVC FOR PLAN PARTICIPANTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	706	$2,560,003,733
Pension and profit sharing plans	698	$2,560,003,733

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