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Building 2NEWSHOLME FINANCIAL GROUP, INC.

Map pinYORKTOWN HTS, NY
Phone914-243-6700
NotebookSEC #801-62279
Total AUM
$59.9M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2326 CROMPOND ROAD
YORKTOWN HTS
NY 10598
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
914-243-6700

ReceiptFinancials

Total AUM
$59.9M
Accounts
240
Discretionary
$59.9M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$9.7M
HNW Individual Clients
15
AUM
$45.8M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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