Newport Group, Inc.
$313M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$237M
$308M
2021
2022
Same-firm comparison: 1 firms that reported Newport Group, Inc. in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cfo4 Life Group, Llc | $308M | $1.7B | 18.0% | 03/21/2023 |
| Redwood Coast Financial Partners | $5.0M | $124M | 4.0% | 01/11/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.