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Robert James Milmore

Newport Capital Group, LLC

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About Robert James Milmore

Robert James Milmore is a financial advisor at Newport Capital Group, LLC. Robert is a registered representative with the state of New Jersey. Robert has over 20 years of experience in the financial services industry. Robert is also a Chartered Financial Analyst. Robert's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Robert's investment advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Robert Milmore is currently registered with Newport Capital Group, LLC. Newport Capital Group, LLC is an investment advisor headquartered in RED BANK, NJ. They manage approximately $326,798,857 in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Newport Capital Group, LLC

12 BROAD STREET, 5TH FLOOR

RED BANK, NJ 07701

$326.80M

Assets Under Management

99

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Milmore’s Registration & Firm History

NJ

03/09/2015 - Present

Newport Capital Group, LLC (RED BANK NJ)

NY

09/04/1997 - 01/27/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert James Milmore.
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