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Janet Ann Filangeri

NEWSHOLME FINANCIAL GROUP, INC·YORKTOWN HTS, New York
Unclaimed Profile
2326 CROMPOND ROAD, YORKTOWN HTS, NY 10598CRD# 4646775Firm CRD# 126165
01

About

Janet Ann Filangeri is a registered financial advisor based in YORKTOWN HTS, New York, affiliated with NEWSHOLME FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEWSHOLME FINANCIAL GROUP, INC
NEWSHOLME FINANCIAL GROUP, INC.
AUM
$75M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NEWSHOLME FINANCIAL GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4646775
Firm CRD# 126165
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janet Ann Filangeri offer?
Janet Ann Filangeri specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YORKTOWN HTS, New York for a consultation.
What are Janet Ann Filangeri's credentials?
Janet Ann Filangeri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Ann Filangeri located?
Janet Ann Filangeri is based in YORKTOWN HTS, New York, working with NEWSHOLME FINANCIAL GROUP, INC. Their office serves clients in the YORKTOWN HTS metropolitan area and surrounding communities.
How does Janet Ann Filangeri charge for services?
Janet Ann Filangeri's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWSHOLME FINANCIAL GROUP, INC?
NEWSHOLME FINANCIAL GROUP, INC has approximately 2 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in YORKTOWN HTS
Donald Eugene Newsholme — NEWSHOLME FINANCIAL GROUP, INC
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