Newsholme Financial Group, Inc.
Newsholme Financial Group, Inc. (CRD# 126165) is a financial advisory firm headquartered in Yorktown Hts, NY. They manage $74,769,193 in 255 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Newsholme Financial Group, Inc.
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts255ACCOUNTS
-
Average Account Value$293,213
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, NJ, NY, TX
Financial Advisors at Newsholme Financial Group, Inc.
1
Donald Newsholme (CRD# 1182213) is an Investment Advisor Representative working at Newsholme Financial Group, Inc. in Yorktown Heights, NY and has over 36 years of experience in the finance industry.
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