Newsholme Financial Group, Inc.

Newsholme Financial Group, Inc. (CRD# 126165) is a financial advisory firm headquartered in Yorktown Hts, NY. They manage $56,001,141 in 365 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $153,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY

Financial Advisors at Newsholme Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald E. Newsholme
CRD#: 1182213
2326 Crompond Road, Yorktown Heights, NY 10598
83
Wealthminder
score

Donald Newsholme (CRD# 1182213) is an Investment Advisor Representative working at Newsholme Financial Group, Inc. in Yorktown Heights, NY and has over 29 years of experience in the finance industry.

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