Newsholme Financial Group, Inc.
DBA: Newsholme Financial Group, Inc
2326 CROMPOND ROAD, Yorktown Hts, New York 10598
SEC CRD#126165
Last ADV filed: 03/05/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
No Conflicts Detected
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Compensation methods:
Percentage of AUMHourly feesFixed feesCommissions
Compensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.