NEWPORT GROUP CONSULTING, LLC

LAKE MARY, Florida·9 registered advisors·CRD# 140944
SEC# 801-669080407-333-2905
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Retirement PlanningWealth Management
04

Advisors at NEWPORT GROUP CONSULTING, LLC

9 registered advisors
Albert Ferdinand Thomasson
MOBILE, Alabama
Burgess Alfred Thomasson
MOBILE, Alabama
Christopher Paul Tyborowski
MOBILE, Alabama
James Otha Wood Iii
MOBILE, Alabama
Matthew Edwin Meyer
LAKE MARY, Florida
Sean Noel Havlin
LAKE MARY, Florida
Stephen J Fehr
MOBILE, Alabama
Steven Francis Schreiber
MOBILE, Alabama
Teresa Jean Sherrard
LAKE MARY, Florida
05

Office Locations

MOBILE, Alabama
6 advisors
LAKE MARY, Florida
3 advisors

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Data sourced from SEC Form ADV filings. NEWPORT GROUP CONSULTING, LLC (CRD# 140944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.