NEWPORT CAPITAL GROUP, LLC

12 Broad Street, 5th Floor
Red Bank, New Jersey 07701
Tel: 732-741-8400

About NEWPORT CAPITAL GROUP, LLC

NEWPORT CAPITAL GROUP, LLC, formally registered with the SEC as NEWPORT CAPITAL GROUP, LLC. The firm was established in 09/18/2007. They have over 1 offices throughout the country.

NEWPORT CAPITAL GROUP, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $326,798,857 assets under management, offering retirement planning & investment advisory services to 296 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144442
SEC#	801-68323
Assets Managed by Firm	$326,798,857
No. of Clients	296
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	296	$326,798,857
Individuals (other than high net worth individuals)	49	$10,476,263
High net worth individuals	57	$302,690,449
Pension and profit sharing plans	Fewer than 5 clients	$5,978,534
Charitable organizations	Fewer than 5 clients	$3,317,448
Corporations or other businesses	Fewer than 5 clients	$2,033,374

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BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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