NEWMAN DIGNAN & SHEERAR, INC
Providence, Rhode Island
5.0
6 Reviews
NEWMAN DIGNAN & SHEERAR, INC: Newman Dignan & Sheerar, Inc is a reputable investment advisory firm based out of Providence, RI, with a strong presence in the financial industry. With two offices in the area, they cater to a diverse client base consisting of over 330 individual clients. Their primary focus is on managing assets for high net worth individuals, which accounts for the majority of their impressive $537,800,000 assets under management. Committed to delivering exceptional service, Newman Dignan & Sheerar boasts a team of eight dedicated professionals, five of whom specialize in providing comprehensive investment ad...
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Assets Under Mgmt

$537.8M

Investment Professionals

5

Locations

1

% 401K & Individual

20%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other: FINANCIAL CONSULTING SERVICES
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