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Newport Group Consulting, LLC

● SEC registered since 2006CRD 140944SEC# 801-66908Lake Mary, FL
Export (members)
Reg. AUM
$4.4B
Employees
28
Accounts
3,858
Location
Lake Mary, FL

Newport Group Consulting, LLC assets under management

Newport Group Consulting, LLC is an SEC-registered investment adviser based in Lake Mary, FL. The firm has been registered since 2006. It reports $4.4 billion in regulatory assets under management and employs 28 people.
www.linkedin.com/company/ascensusView on SEC.gov ↗

Newport Group Consulting, LLC owners & executives

13 reported
NameTitleOwnershipSince
Matthew Edwin Meyer ControlPresident And ManagerUnder 5%2017
Michael Robert Folmer ControlTreasurer And Vp Of Tax & FinanceUnder 5%2022
Newport Group, Inc. Control100% OwnerOver 75%2016
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Frequently asked questions

How much does Newport Group Consulting, LLC manage?

Newport Group Consulting, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Newport Group Consulting, LLC have?

Newport Group Consulting, LLC reports 28 employees.

Where is Newport Group Consulting, LLC located?

Newport Group Consulting, LLC is based in Lake Mary, FL and has been SEC-registered since 2006.

Does Newport Group Consulting, LLC disclose fund performance?

Newport Group Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Primera Blvd., Suite 200, Lake Mary, FL 32746
Phone407-333-2905
Office hours8:30 a.m. - 5:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.4B
Non-discretionary$0
Total (RAUM)$4.4B