Newport Group Consulting LLC
Legal Name: NEWPORT GROUP CONSULTING, LLC
Full Contact Details
Newport Group Consulting LLC
300 PRIMERA BLVD., SUITE 200, LAKE MARY, FL
407-333-2905
407-333-2815
Other Info
Newport Group Consulting LLC is a Delaware-based Limited Liability Company that employs 32 people, with 22 of them serving in advisory positions. Though its clientele size is unknown, the firm is a registered SEC investment adviser since June 2006 with an approved status.
Newport: Smarter Retirement Services & Consulting | Newport
Newport is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise that best fit our customers' needs. Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consultin…
Direct Owners
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GIGI KLARA SZEKELY
CCO & SVP, ERMO owns less than 5%
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KURT JAMES LANING
VICE PRESIDENT, DIRECTOR owns less than 5%
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MATTHEW EDWIN MEYER
PRESIDENT AND DIRECTOR owns less than 5%
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NEWPORT GROUP, INC.
OWNER owns 75% or more
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SEAN NOEL HAVLIN
TREASURER owns less than 5%
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LYNN MARIE ATKINSON
TREASURER owns less than 5%
Indirect Owners
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KIA X (BADGER) INVESTOR, L.P.
LIMITED PARTNER owns more than 50% but less than 75%
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NEWPORT GROUP HOLDINGS I, INC.
OWNER owns 75% or more
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NEWPORT GROUP HOLDINGS II, INC.
OWNER owns 75% or more
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NEWPORT GROUP HOLDINGS, L.P.
OWNER owns 75% or more
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NEWPORT HOLDINGS GP I, LLC
GENERAL PARTNER