Trenton
Holec
Newport Group Consulting, LLC
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About this Advisor
Trenton Holec is a financial advisor based in Lake Mary, Florida, working with Newport Group Consulting, LLC. Trenton has previously held positions at Principal Global Investors, Princor, Principal Funds Distributor, Newport Group Securities, Inc, Newport Group Inc, Newport Group Consulting, and Ascensus Broker Dealer Services, LLC. Trenton has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Trenton is part of Newport Group Consulting, LLC, which operates out of Lake Mary, Florida. The firm has 30 employees and manages assets totaling $2.6 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Newport Group Consulting, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Fee Structure
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Newport Group Consulting, LLC Brokerage Details
$2,560,003,733
30
706
$3,626,068
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Trenton Holec Work History
Ascensus Broker Dealer Services, LLC
Newport Group Consulting
Newport Group Securities, Inc
Newport Group Inc
Principal Funds Distributor
Principal Global Investors
Princor
Disclosures
Please visit the SEC profile of Trenton Holec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newport Group Consulting, LLC
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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