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NEWPORT GLOBAL ADVISORS L.P.
NEWPORT GLOBAL ADVISORS L.P.
THE WOODLANDS, Texas
·
7 registered advisors
·
CRD# 139368
SEC# 801-66417
0
713-559-7400
01
Firm Overview
AUM
$273M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at NEWPORT GLOBAL ADVISORS L.P.
7 registered advisors
Amanda Lynn Mauz
THE WOODLANDS, Texas
CRD# 7918742
Anthony Longi
THE WOODLANDS, Texas
CRD# 2181840
Kevin Michael Roe
THE WOODLANDS, Texas
CRD# 2396474
Roger A May
THE WOODLANDS, Texas
CRD# 5088935
Ryan L Langdon
THE WOODLANDS, Texas
CRD# 3250585
Scott Lanier Powers
THE WOODLANDS, Texas
CRD# 7516984
Timothy T Janszen
THE WOODLANDS, Texas
CRD# 5088934
05
Office Locations
THE WOODLANDS, Texas
7 advisors
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Data sourced from SEC Form ADV filings. NEWPORT GLOBAL ADVISORS L.P. (CRD# 139368) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.