NEWPORT GROUP SECURITIES, INC.
CRD #29722 SEC #801-60427 LAKE MARY, FL 407-333-2905
SEC Registered Broker-Dealer
Total AUM
$23B
Discretionary
$1.7B
Employees
38
Clients
--
Accounts
75
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $23B | $1.7B | $21.2B | 38 | 0 |
| May 2023 | $23B | $1.7B | $21.2B | 38 | 0 |
| Apr 2023 | $23B | $1.7B | $21.2B | 38 | 0 |
| Mar 2023 | $23B | $1.7B | $21.2B | 38 | 0 |
| Jan 2023 | $29.2B | $1.8B | $27.5B | 50 | 0 |
| Dec 2022 | $29.2B | $1.8B | $27.5B | 50 | 0 |
| May 2022 | $29.2B | $1.8B | $27.5B | 50 | 0 |
| Mar 2022 | $29.2B | $1.8B | $27.5B | 50 | 0 |
| Sep 2021 | $29.1B | $1.6B | $27.5B | 54 | 0 |
| Apr 2021 | $29.1B | $1.6B | $27.5B | 54 | 0 |
| Mar 2021 | $29.1B | $1.6B | $27.5B | 54 | 0 |
| Aug 2020 | $28.4B | $1.5B | $26.8B | 54 | 0 |
| Mar 2020 | $28.4B | $1.5B | $26.8B | 32 | 0 |
| Feb 2020 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Jan 2020 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Dec 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Oct 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Oct 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Sep 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Sep 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Jul 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Jun 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| May 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Mar 2019 | $26.2B | $1.4B | $24.8B | 32 | 0 |
| Dec 2018 | $29.3B | $1.9B | $27.4B | 0 | 0 |
| Oct 2018 | $29.3B | $1.9B | $27.4B | 0 | 0 |
| Sep 2018 | $30.5B | $1.9B | $28.6B | 0 | 0 |
| May 2018 | $31.1B | $2.1B | $28.9B | 0 | 0 |
| Apr 2018 | $31.1B | $2.1B | $28.9B | 0 | 0 |
| Mar 2018 | $31.1B | $2.1B | $28.9B | 0 | 0 |
| Mar 2018 | $31.1B | $2.1B | $29B | 0 | 0 |
| Jul 2017 | $28B | $1.2B | $26.8B | 0 | 200 |
| Jun 2017 | $28B | $1.2B | $26.8B | 0 | 200 |
| May 2017 | $28B | $1.2B | $26.8B | 0 | 200 |
| May 2017 | $28B | $1.2B | $26.8B | 0 | 200 |
| Mar 2017 | $25.9B | $1.6B | $24.3B | 0 | 200 |
| Oct 2016 | $24.6B | $1.3B | $23.3B | 55 | 200 |
| Sep 2016 | $24.6B | $1.3B | $23.3B | 55 | 200 |
| Jul 2016 | $23.1B | $1.2B | $21.9B | 55 | 200 |
| Jul 2016 | $23.1B | $1.2B | $21.9B | 55 | 200 |
| Apr 2016 | $23.1B | $1.2B | $21.9B | 55 | 200 |
| Apr 2016 | $23.1B | $1.2B | $21.9B | 55 | 200 |
| Mar 2016 | $23.1B | $1.2B | $21.9B | 55 | 200 |
| Feb 2016 | $23.1B | $1.2B | $21.9B | 56 | 200 |
| Dec 2015 | $23.1B | $1.2B | $21.9B | 56 | 200 |
| Sep 2015 | $23.1B | $530.7M | $22.5B | 56 | 200 |
| Aug 2015 | $23.1B | $530.7M | $22.5B | 56 | 200 |
| Jun 2015 | $23.1B | $530.7M | $22.5B | 56 | 200 |
| Jun 2015 | $22.3B | $515.8M | $21.8B | 56 | 200 |
| Apr 2015 | $22.3B | $515.8M | $21.8B | 56 | 200 |
| Mar 2015 | $22.3B | $515.8M | $21.8B | 56 | 200 |
| Jan 2015 | $19B | $265.9M | $18.7B | 43 | 200 |
| Jan 2015 | $19B | $265.9M | $18.7B | 43 | 200 |
| Jan 2015 | $19B | $265.9M | $18.7B | 43 | 200 |
| Aug 2014 | $19B | $265.9M | $18.7B | 43 | 200 |
| Aug 2014 | $19B | $265.9M | $18.7B | 43 | 200 |
| May 2014 | $19B | $265.9M | $18.7B | 43 | 200 |
| May 2014 | $19B | $265.9M | $18.7B | 43 | 200 |
| Mar 2014 | $19B | $265.9M | $18.7B | 43 | 200 |
| Jan 2014 | $15.2B | $173.2M | $15B | 43 | 200 |
| Dec 2013 | $15.2B | $173.2M | $15B | 43 | 200 |
| Dec 2013 | $15.2B | $173.2M | $15B | 43 | 200 |
| Jun 2013 | $15.2B | $173.2M | $15B | 43 | 200 |
| Apr 2013 | $15.2B | $173.2M | $15B | 43 | 200 |
| Jan 2013 | $15B | $263.1M | $14.7B | 43 | 200 |
| Aug 2012 | $12.8B | $251.9M | $12.6B | 11 | 200 |
| Jul 2012 | $12.8B | $251.9M | $12.6B | 11 | 200 |
| Apr 2012 | $12.8B | $251.9M | $12.6B | 11 | 200 |
| Apr 2012 | $12.8B | $251.9M | $12.6B | 11 | 200 |
| Mar 2012 | $12.8B | $251.9M | $12.6B | 11 | 200 |
| Jun 2011 | $12.8B | $136.4M | $12.7B | -- | -- |
| Jun 2011 | $12.8B | $136.4M | $12.7B | -- | -- |
| Jun 2011 | $12.8B | $136.4M | $12.7B | -- | -- |
| Mar 2011 | $12.8B | $136.4M | $12.7B | -- | -- |
| Mar 2011 | $10.4B | $0 | $10.4B | -- | -- |
| Jan 2011 | $10.4B | $0 | $10.4B | -- | -- |
| Jan 2011 | $10.4B | $0 | $10.4B | -- | -- |
| Mar 2010 | $10.4B | $0 | $10.4B | -- | -- |
| Mar 2007 | $3.7B | $0 | $3.7B | -- | -- |
| Mar 2006 | $2.8B | $0 | $2.8B | -- | -- |
| Sep 2005 | $1.9B | $0 | $1.9B | 51 | -- |
| May 2005 | $2B | $0 | $2B | 51 | -- |
| Jan 2005 | $1.4B | $305.7M | $1.1B | 51 | -- |
| Jul 2004 | $967.3M | $267.4M | $699.9M | 51 | -- |
| May 2004 | $967.3M | $267.4M | $699.9M | 51 | -- |
| May 2004 | $967.3M | $267.4M | $699.9M | 51 | -- |
| Mar 2004 | $4.1B | $251.7M | $3.8B | 51 | -- |
| Nov 2003 | $3.5B | $93.7M | $3.4B | 51 | -- |
| Mar 2002 | $452.9K | $0 | $452.9K | 5 | -- |
| Nov 2001 | $0 | $0 | $0 | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
DateJun 2023
Total AUM$23B
Discretionary$1.7B
Non-Disc.$21.2B
Employees38
Clients0
DateMay 2023
Total AUM$23B
Discretionary$1.7B
Non-Disc.$21.2B
Employees38
Clients0
DateApr 2023
Total AUM$23B
Discretionary$1.7B
Non-Disc.$21.2B
Employees38
Clients0
DateMar 2023
Total AUM$23B
Discretionary$1.7B
Non-Disc.$21.2B
Employees38
Clients0
DateJan 2023
Total AUM$29.2B
Discretionary$1.8B
Non-Disc.$27.5B
Employees50
Clients0
DateDec 2022
Total AUM$29.2B
Discretionary$1.8B
Non-Disc.$27.5B
Employees50
Clients0
DateMay 2022
Total AUM$29.2B
Discretionary$1.8B
Non-Disc.$27.5B
Employees50
Clients0
DateMar 2022
Total AUM$29.2B
Discretionary$1.8B
Non-Disc.$27.5B
Employees50
Clients0
DateSep 2021
Total AUM$29.1B
Discretionary$1.6B
Non-Disc.$27.5B
Employees54
Clients0
DateApr 2021
Total AUM$29.1B
Discretionary$1.6B
Non-Disc.$27.5B
Employees54
Clients0
DateMar 2021
Total AUM$29.1B
Discretionary$1.6B
Non-Disc.$27.5B
Employees54
Clients0
DateAug 2020
Total AUM$28.4B
Discretionary$1.5B
Non-Disc.$26.8B
Employees54
Clients0
DateMar 2020
Total AUM$28.4B
Discretionary$1.5B
Non-Disc.$26.8B
Employees32
Clients0
DateFeb 2020
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateJan 2020
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateDec 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateOct 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateOct 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateSep 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateSep 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateJul 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateJun 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateMay 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateMar 2019
Total AUM$26.2B
Discretionary$1.4B
Non-Disc.$24.8B
Employees32
Clients0
DateDec 2018
Total AUM$29.3B
Discretionary$1.9B
Non-Disc.$27.4B
Employees0
Clients0
DateOct 2018
Total AUM$29.3B
Discretionary$1.9B
Non-Disc.$27.4B
Employees0
Clients0
DateSep 2018
Total AUM$30.5B
Discretionary$1.9B
Non-Disc.$28.6B
Employees0
Clients0
DateMay 2018
Total AUM$31.1B
Discretionary$2.1B
Non-Disc.$28.9B
Employees0
Clients0
DateApr 2018
Total AUM$31.1B
Discretionary$2.1B
Non-Disc.$28.9B
Employees0
Clients0
DateMar 2018
Total AUM$31.1B
Discretionary$2.1B
Non-Disc.$28.9B
Employees0
Clients0
DateMar 2018
Total AUM$31.1B
Discretionary$2.1B
Non-Disc.$29B
Employees0
Clients0
DateJul 2017
Total AUM$28B
Discretionary$1.2B
Non-Disc.$26.8B
Employees0
Clients200
DateJun 2017
Total AUM$28B
Discretionary$1.2B
Non-Disc.$26.8B
Employees0
Clients200
DateMay 2017
Total AUM$28B
Discretionary$1.2B
Non-Disc.$26.8B
Employees0
Clients200
DateMay 2017
Total AUM$28B
Discretionary$1.2B
Non-Disc.$26.8B
Employees0
Clients200
DateMar 2017
Total AUM$25.9B
Discretionary$1.6B
Non-Disc.$24.3B
Employees0
Clients200
DateOct 2016
Total AUM$24.6B
Discretionary$1.3B
Non-Disc.$23.3B
Employees55
Clients200
DateSep 2016
Total AUM$24.6B
Discretionary$1.3B
Non-Disc.$23.3B
Employees55
Clients200
DateJul 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees55
Clients200
DateJul 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees55
Clients200
DateApr 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees55
Clients200
DateApr 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees55
Clients200
DateMar 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees55
Clients200
DateFeb 2016
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees56
Clients200
DateDec 2015
Total AUM$23.1B
Discretionary$1.2B
Non-Disc.$21.9B
Employees56
Clients200
DateSep 2015
Total AUM$23.1B
Discretionary$530.7M
Non-Disc.$22.5B
Employees56
Clients200
DateAug 2015
Total AUM$23.1B
Discretionary$530.7M
Non-Disc.$22.5B
Employees56
Clients200
DateJun 2015
Total AUM$23.1B
Discretionary$530.7M
Non-Disc.$22.5B
Employees56
Clients200
DateJun 2015
Total AUM$22.3B
Discretionary$515.8M
Non-Disc.$21.8B
Employees56
Clients200
DateApr 2015
Total AUM$22.3B
Discretionary$515.8M
Non-Disc.$21.8B
Employees56
Clients200
DateMar 2015
Total AUM$22.3B
Discretionary$515.8M
Non-Disc.$21.8B
Employees56
Clients200
DateJan 2015
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateJan 2015
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateJan 2015
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateAug 2014
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateAug 2014
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateMay 2014
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateMay 2014
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateMar 2014
Total AUM$19B
Discretionary$265.9M
Non-Disc.$18.7B
Employees43
Clients200
DateJan 2014
Total AUM$15.2B
Discretionary$173.2M
Non-Disc.$15B
Employees43
Clients200
DateDec 2013
Total AUM$15.2B
Discretionary$173.2M
Non-Disc.$15B
Employees43
Clients200
DateDec 2013
Total AUM$15.2B
Discretionary$173.2M
Non-Disc.$15B
Employees43
Clients200
DateJun 2013
Total AUM$15.2B
Discretionary$173.2M
Non-Disc.$15B
Employees43
Clients200
DateApr 2013
Total AUM$15.2B
Discretionary$173.2M
Non-Disc.$15B
Employees43
Clients200
DateJan 2013
Total AUM$15B
Discretionary$263.1M
Non-Disc.$14.7B
Employees43
Clients200
DateAug 2012
Total AUM$12.8B
Discretionary$251.9M
Non-Disc.$12.6B
Employees11
Clients200
DateJul 2012
Total AUM$12.8B
Discretionary$251.9M
Non-Disc.$12.6B
Employees11
Clients200
DateApr 2012
Total AUM$12.8B
Discretionary$251.9M
Non-Disc.$12.6B
Employees11
Clients200
DateApr 2012
Total AUM$12.8B
Discretionary$251.9M
Non-Disc.$12.6B
Employees11
Clients200
DateMar 2012
Total AUM$12.8B
Discretionary$251.9M
Non-Disc.$12.6B
Employees11
Clients200
DateJun 2011
Total AUM$12.8B
Discretionary$136.4M
Non-Disc.$12.7B
Employees--
Clients--
DateJun 2011
Total AUM$12.8B
Discretionary$136.4M
Non-Disc.$12.7B
Employees--
Clients--
DateJun 2011
Total AUM$12.8B
Discretionary$136.4M
Non-Disc.$12.7B
Employees--
Clients--
DateMar 2011
Total AUM$12.8B
Discretionary$136.4M
Non-Disc.$12.7B
Employees--
Clients--
DateMar 2011
Total AUM$10.4B
Discretionary$0
Non-Disc.$10.4B
Employees--
Clients--
DateJan 2011
Total AUM$10.4B
Discretionary$0
Non-Disc.$10.4B
Employees--
Clients--
DateJan 2011
Total AUM$10.4B
Discretionary$0
Non-Disc.$10.4B
Employees--
Clients--
DateMar 2010
Total AUM$10.4B
Discretionary$0
Non-Disc.$10.4B
Employees--
Clients--
DateMar 2007
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees--
Clients--
DateMar 2006
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees--
Clients--
DateSep 2005
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees51
Clients--
DateMay 2005
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees51
Clients--
DateJan 2005
Total AUM$1.4B
Discretionary$305.7M
Non-Disc.$1.1B
Employees51
Clients--
DateJul 2004
Total AUM$967.3M
Discretionary$267.4M
Non-Disc.$699.9M
Employees51
Clients--
DateMay 2004
Total AUM$967.3M
Discretionary$267.4M
Non-Disc.$699.9M
Employees51
Clients--
DateMay 2004
Total AUM$967.3M
Discretionary$267.4M
Non-Disc.$699.9M
Employees51
Clients--
DateMar 2004
Total AUM$4.1B
Discretionary$251.7M
Non-Disc.$3.8B
Employees51
Clients--
DateNov 2003
Total AUM$3.5B
Discretionary$93.7M
Non-Disc.$3.4B
Employees51
Clients--
DateMar 2002
Total AUM$452.9K
Discretionary$0
Non-Disc.$452.9K
Employees5
Clients--
DateNov 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--