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).
Total Assets Under Management56MILLION
Total Number of Accounts365ACCOUNTS
Average Account Value$153,428
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NJ, NY
Donald Newsholme (CRD# 1182213) is an Investment Advisor Representative working at Newsholme Financial Group, Inc. in Yorktown Heights, NY and has over 30 years of experience in the finance industry.