NEWSHOLME FINANCIAL GROUP, INC

NEWSHOLME FINANCIAL GROUP, INC.
YORKTOWN HTS, New York·2 registered advisors·CRD# 126165
SEC# 801-622790914-243-6700
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 PlanningInvestment ManagementWealth Management
04

Advisors at NEWSHOLME FINANCIAL GROUP, INC

2 registered advisors
Donald Eugene Newsholme
YORKTOWN HTS, New York
Janet Ann Filangeri
YORKTOWN HTS, New York
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.