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Newsholme Financial Group, Inc

CRD 126165SEC# 801-62279Yorktown Hts, NY
Export (members)
No longer SEC-registered. Newsholme Financial Group, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$59.9M
Employees
2
Accounts
240
Location
Yorktown Hts, NY

Newsholme Financial Group, Inc assets under management

Newsholme Financial Group, Inc is an investment advisory firm registered with the SEC based in Yorktown Hts, NY. It reports $59.9 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Newsholme Financial Group, Inc owners & executives

2 reported
NameTitleOwnershipSince
Donald Eugene Newsholme ControlPresidentOver 75%2001
Janet Ann Filangeri ControlVice President/Chief Compliance OfficerUnder 5%2001

Frequently asked questions

How much does Newsholme Financial Group, Inc manage?

Newsholme Financial Group, Inc reports $59.9 million in regulatory assets under management on its Form ADV.

How many employees does Newsholme Financial Group, Inc have?

Newsholme Financial Group, Inc reports 2 employees.

Where is Newsholme Financial Group, Inc located?

Newsholme Financial Group, Inc is based in Yorktown Hts, NY.

Does Newsholme Financial Group, Inc disclose fund performance?

Newsholme Financial Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2326 Crompond Road, Yorktown Hts, NY 10598
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$59.9M
Non-discretionary$0
Total (RAUM)$59.9M