Kevin
Roe
Newport Global Advisors L.P
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About this Advisor
Kevin Roe is a financial advisor based in Spring, Texas, working with Newport Global Advisors L.P. Kevin has previously held positions at Roe Equity Research LLC and Newport Global Advisors L.P. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Kevin is part of Newport Global Advisors L.P, which operates out of Spring, Texas. The firm has 8 employees and manages assets totaling $273.2 million. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Newport Global Advisors L.P includes asset-based, fixed, and performance-based fees.
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Newport Global Advisors L.P Brokerage Details
$273,172,502
8
6
$45,528,750
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kevin Roe Work History
Newport Global Advisors Lp
Roe Equity Research LLC
Disclosures
Please visit the SEC profile of Kevin Roe 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 Global Advisors L.P
Spring, TX
Spring, TX
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