NEWSHOLME FINANCIAL GROUP, INC
Legal name: NEWSHOLME FINANCIAL GROUP, INC.
CRD #126165 SEC #801-62279 YORKTOWN HTS, NY 914-243-6700
SEC Registered
Total AUM
$59.9M
Discretionary
$59.9M
Employees
2
Clients
10
Accounts
240
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $59.9M | $59.9M | $0 | 2 | 2 |
| Feb 2024 | $74.8M | $74.8M | $0 | 2 | 0 |
| Aug 2023 | $60.1M | $60.1M | $0 | 2 | 2 |
| Jan 2023 | $60.1M | $60.1M | $0 | 2 | 2 |
| Mar 2022 | $77.5M | $77.5M | $0 | 2 | 2 |
| Mar 2021 | $71.9M | $71.9M | $0 | 3 | 4 |
| Sep 2020 | $69.8M | $69.8M | $0 | 3 | 4 |
| Jul 2020 | $69.8M | $69.8M | $0 | 3 | 4 |
| Mar 2020 | $69.8M | $69.8M | $0 | 3 | 4 |
| Mar 2019 | $56.5M | $56.5M | $0 | 3 | 5 |
| Sep 2018 | $62.6M | $62.6M | $0 | 3 | 4 |
| Mar 2018 | $62.6M | $62.6M | $0 | 3 | 4 |
| Mar 2017 | $58.9M | $58.9M | $0 | 3 | 108 |
| Feb 2016 | $56M | $56M | $0 | 3 | 108 |
| Nov 2015 | $56.6M | $56.6M | $0 | 3 | 109 |
| Jan 2015 | $56.6M | $56.6M | $0 | 3 | 109 |
| Mar 2014 | $53.5M | $53.5M | $0 | 3 | 108 |
| Apr 2013 | $47M | $47M | $0 | 3 | 102 |
| Mar 2013 | $47M | $47M | $0 | 3 | 102 |
| Feb 2013 | $47M | $47M | $0 | 3 | 102 |
| Mar 2012 | $43.7M | $43.7M | $0 | 1 | 102 |
| Mar 2012 | $43.7M | $43.7M | $0 | 1 | 102 |
| Mar 2012 | $43.7M | $43.7M | $0 | 1 | 102 |
| Sep 2010 | $38.9M | $38.9M | $0 | 5 | -- |
| Jan 2008 | $45.4M | $45.4M | $0 | 5 | -- |
| Jan 2007 | $43.4M | $43.4M | $0 | 5 | -- |
| Feb 2006 | $37.8M | $37.8M | $0 | 5 | -- |
| Feb 2006 | $37.8M | $37.8M | $0 | 5 | -- |
| Oct 2005 | $30.6M | $30.6M | $0 | 5 | -- |
| Sep 2005 | $26.2M | $26.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees2
Clients2
DateFeb 2024
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees2
Clients2
DateJan 2023
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees2
Clients2
DateMar 2022
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees3
Clients4
DateSep 2020
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees3
Clients4
DateJul 2020
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees3
Clients4
DateMar 2020
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees3
Clients4
DateMar 2019
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees3
Clients5
DateSep 2018
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees3
Clients4
DateMar 2018
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees3
Clients4
DateMar 2017
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees3
Clients108
DateFeb 2016
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees3
Clients108
DateNov 2015
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients109
DateJan 2015
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees3
Clients109
DateMar 2014
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees3
Clients108
DateApr 2013
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees3
Clients102
DateMar 2013
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees3
Clients102
DateFeb 2013
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees3
Clients102
DateMar 2012
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees1
Clients102
DateMar 2012
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees1
Clients102
DateMar 2012
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees1
Clients102
DateSep 2010
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$43.4M
Discretionary$43.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$26.2M
Discretionary$26.2M
Non-Disc.$0
Employees5
Clients--