Newsholme Financial Group, Inc
CRD 126165SEC# 801-62279Yorktown Hts, NY
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.
Newsholme Financial Group, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Eugene Newsholme Control | President | Over 75% | 2001 |
| Janet Ann Filangeri Control | Vice President/Chief Compliance Officer | Under 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
| Address | 2326 Crompond Road, Yorktown Hts, NY 10598 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$59.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$59.9Mregulatory AUM
Discretionary $59.9M