Newport Capital Group, Llc, NJ — Investment Adviser | BuildTrust

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NEWPORT CAPITAL GROUP, LLC

Investment AdviceRED BANK, NJ

Assets Under Management

$1.2B

Total AUM

Donut chart: Discretionary 1.2B, Non-Discretionary 9.0M
Category	Value
Discretionary	1.2B
Non-Discretionary	9.0M

Adviser Information

Field	Value
CRD Number	144442
SEC Number	801-68323
Street Address	12 BROAD STREET, 5TH FLOOR
Location	RED BANK, NJ 07701
Country	United States
Phone	732-741-8400
Fax	732-741-6797
Total Employees	17

Client Count by Type (231 Total)

Horizontal bar chart: Pension/Profit Sharing Pl… 104, High Net Worth Individual… 68, Individuals (other than H… 58, Pooled Investment Vehicle… 1
Category	Value
Pension/Profit Sharing Pl…	104
High Net Worth Individual…	68
Individuals (other than H…	58
Pooled Investment Vehicle…	1