NEWMAN DIGNAN & SHEERAR, INC - Financial Advisor in Rhode Island, Providence

Tel: 401-351-4010 260 West Exchange Street Suite 302 Providence, Rhode Island 02903

About NEWMAN DIGNAN & SHEERAR, INC

NEWMAN DIGNAN & SHEERAR, INC is a Providence, Rhode Island based financial advisory firm with nearly $612,949,879 in assets under management and provides investment advisory services for 1042 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

107565

Firm SEC#:

801-41412

Assets Under Management:

$612,949,879

No. of Clients:

1042

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

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