NEWPORT GLOBAL ADVISORS L.P.

9006 Forest Crossing Drive
Suite D
The Woodlands, Texas 77381-1155
Tel: 713-559-7400

About NEWPORT GLOBAL ADVISORS L.P.

NEWPORT GLOBAL ADVISORS LP, formally registered with the SEC as NEWPORT GLOBAL ADVISORS LP. The firm was established in 05/04/2006. They have over 1 offices throughout the country.

NEWPORT GLOBAL ADVISORS L.P. is a The Woodlands, Texas based Financial Planning firm with nearly $273,172,502 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139368
SEC#	801-66417
Assets Managed by Firm	$273,172,502
No. of Clients	6
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$273,172,502

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