NEWSHOLME FINANCIAL GROUP, INC.

2326 Crompond Road
Yorktown Hts, New York 10598
Tel: 914-243-6700

About NEWSHOLME FINANCIAL GROUP, INC.

NEWSHOLME FINANCIAL GROUP, INC, formally registered with the SEC as NEWSHOLME FINANCIAL GROUP, INC. The firm was established in 08/13/2003. They have over 1 offices throughout the country.

NEWSHOLME FINANCIAL GROUP, INC. is a Yorktown Hts, New York based Financial Planning firm with nearly $59,897,439 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126165
SEC#	801-62279
Assets Managed by Firm	$59,897,439
No. of Clients	240
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	240	$59,897,439
Individuals (other than high net worth individuals)	53	$9,695,728
High net worth individuals	15	$45,817,063
Pension and profit sharing plans	Fewer than 5 clients	$4,384,648

More Retirement Planning firms in Yorktown Hts, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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