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Trustee · Newport Capital Group, LLC

David M. Dipiero

CRD 1574679 · Named on Form ADV at one SEC-registered adviser

At a glance

Newport Capital Group, LLC, an SEC-registered asset manager based in Red Bank, NJ with $1.3 billion in regulatory assets, lists David M. Dipiero on its Form ADV as Trustee.

Firms and roles

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David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.