|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Newsholme Financial Group Inc
✚
|
|
|---|---|
| CRD # | 126165 |
| SEC # | 801-62279 |
| CIK # | |
| AUM | $59.9 M (2025-03-05) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 914-243-6700 |
| Address | 2326 Crompond Road Yorktown Hts, NY 10598 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 9.7 |
| (b) Individuals (high net worth individuals) | 15 | 45.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 240 | 59.9 |
| By Discretionary | ||
| Discretionary | 240 | 59.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 240 | 59.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 59.8 | |
| Total | 240 | 59.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPBI LLC
✚
|
NY | 0.1 |
|
Hayden Capital LLC
✚
|
CA | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |
|
Messina Wealth Management LLC
✚
|
TX | 0.1 |
|
Target Rock Wealth Management LLC
✚
|
NY | 0.1 |
|
Stylus Capital LLC
✚
|
0.1 | |
|
Leslie Marie Giordano
✚
|
NY | 0.1 |
|
Phillips Ray Capital Management Inc
✚
|
TX | 0.1 |
|
Alphaq Advisors LLC
✚
|
FL | 0.1 |
|
New Potomac Partners LLC
✚
|
MD | 0.1 |