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NEWSHOLME FINANCIAL GROUP, INC
NEWSHOLME FINANCIAL GROUP, INC
NEWSHOLME FINANCIAL GROUP, INC.
YORKTOWN HTS, New York
·
2 registered advisors
·
CRD# 126165
SEC# 801-62279
0
914-243-6700
01
Firm Overview
AUM
$75M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEWSHOLME FINANCIAL GROUP, INC
2 registered advisors
Donald Eugene Newsholme
YORKTOWN HTS, New York
CRD# 1182213
Janet Ann Filangeri
YORKTOWN HTS, New York
CRD# 4646775
05
Office Locations
YORKTOWN HTS, New York
2 advisors
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Data sourced from SEC Form ADV filings. NEWSHOLME FINANCIAL GROUP, INC (CRD# 126165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.