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Newsholme Financial Group, Inc.
Yorktown Hts, New York
Newsholme Financial Group, Inc., a small investment advisory firm based in Yorktown Heights, NY, is dedicated to providing comprehensive investment advisory services. With a team of two skilled professionals, they manage assets totaling approximately $87,880,000 per investment advisor, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees.
Boasting a client base of over 60 individuals, Newsholme Financial Group, Inc. oversees more than $60,058,000 in assets. Specializing in managing assets for high net worth individuals...see more
Assets Under Mgmt
$60.06M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: CONSULTING SERVICES
Reviews for Newsholme Financial Group, Inc.
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